Create a Change approval policy using decision builder

Create a change approval policy using the Change approval policy decision builder to define the approvals that should be generated for your change.

Before you begin

The Decision Builder [sn_decision_design] plugin must be installed.

Role required: admin or change_manager

Procedure

1. Navigate to All > Change > Change Policy > .
2. Select Create new change approval policy.
3. Enter the name of the policy.
4. In the Execution field, select an option to determine the approach to implement your decision.

   Option	Description
   First decision that matches	Uses the first matching decision in ascending order of the value defined in the Order column of the Decisions list. The associated approval definition is applied.
   Run all decisions that match	Uses all matching decisions and applies the associated approval definition.

5. Select Create & Continue.
6. Select Add an input.
7. On the form, fill in the fields.

   Table 1. Add an input form

   Field	Description
   Label	Header of the input.
   Type	Type of data used for the input. When the data type is Reference, a new column titled Reference appears in the form. The reference is the table associated with the input. The available input types are: Choice Date Date/Time Decimal Due Date Integer Long Reference String String (Full UTF-8) True/False

8. Add a condition by selecting Add Condition Column.
9. On the form, fill in the fields.

   Table 2. Add Condition Column form

   Field	Description
   Condition column label	Label for the condition.
   Description	Brief overview of the condition.
   Input	Input linked to the condition column. To evaluate multiple fields, you can add multiple conditions with the Reference input type.
   Table	If the data type is Reference, this field is automatically set to the name of the reference table.
   Data to evaluate	If the input type is Reference, specifies whether the condition evaluates a reference record or a field from the reference table.
   Condition type	Data type selected for the input.
   Default operator	Operator used to evaluate a user-specified value. A default operator is required for all input data types except for True or False.

10. Optional: Add more conditions by navigating to the last condition column and the plus icon (+) or by pointing to a condition column and clicking the plus icon (+).
11. For each condition cell, select an operator and enter a value.
    For example, if you wanted to evaluate the change approval policy only for hardware issues, you could set the condition [Assignment group][is][Hardware].
12. Select the result column, and then select a desired Change approval definition from the list.
13. In the form header, click Save.

Result

A change approval policy is created and is evaluated on a change request that matches the defined condition.