Create approval definitions

task australia Updated Sep 10, 2026 2 min read create-approval-definitions.md
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Use approval definitions to define a set of criteria that are evaluated automatically before the policy is marked as approved.

Before you begin

In the approval definitions, you can define to determine

  • If the approval is user or group based.
  • If it should automatically approve or reject on behalf of a user.
  • If a response to the approval is required.

Role required: change_manager or admin

Note: Approval definitions can be applied only once if multiple applied decisions have the same approval definitions associated with them.

Procedure

  1. Navigate to All > Change > Change Policy > Approval Definitions.

  2. Select New.

  3. On the form, fill in the fields.

Field

Description

Name

Name of the approval definition.

Mandatory

Option that, when selected, makes the change approval policy wait until there is a response from the approval generated by the definition.

Approval action

Type of approval record to create.- Approve: Generates an approval record with the state set to Approved. Assign the user to associate with the record in the User field.

  • Reject: Generates an approval record with the state set to Rejected. Assign the user to associate with the record in the User field.
  • Add a user approval: Adds an approval record for the user specified in the User field.

If the approval is necessary before the policy is approved, select the Mandatory check box.

  • Add a group approval: Adds approval records for the members of the group listed in the Group field.

If the approval is necessary before the policy is approved, select the Mandatory check box.

When the Add a group approval action is selected, the Wait for field determines when an approval action should be considered met.

Approver source

Source of the user or group approver.- Approval Definition: enables the selection of a specific user or group.

  • Change Request: enables the user or group to be determined dynamically through a reference field from the Change Request [change_request] table.

Wait for

Determines the approval timing.- First response: waits for the first response from the group.

  • All responses: waits for all responses from the group. All members of the group must approve for the approval decision to be approved.
  • Percentage of users: Set a percentage of users required for approval in the Percentage field. The possible values are:
    • Empty: The first response satisfies the approval decision.
    • Less than or equal to 0%: The first response satisfies the approval decision.
    • Greater than or equal to 100%: All responses are required.
    • Between 0 and 100%: The specified percentage of responses is required. Note:

The percentage is rounded to the nearest integer. 2.49 would round to 2, whereas 2.5 would round to 3.

**Note:** When adding users or groups to which you want to send the approval, select **Approval Definition** in the **Approver source** field.
  1. Select Submit.

Parent Topic:Creating change approval policies

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