Create change approval policies

task brazil Updated Sep 10, 2026 1 min read create-change-policy.md
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Use a change approval policy to define the approvals that are generated for your change requests.

Before you begin

Role required: admin or change_manager

Procedure

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

  2. Select New.

  3. In the Name field, enter a name for the policy.

  4. In the Execution field, select an option to determine the approach to execute your decision.

    • First decision that matches: Uses the first matching decision in the 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 Submit.

  6. Select the policy you created.

  7. Add your decisions to the policy and select Submit.

What to do next

To add more policy inputs and decisions, see Create Policy inputs and Create Decision records.

  • Create policy inputs
    Policy inputs are variable sources that you can use while evaluating a decision to determine the approval action. You can create multiple policy inputs to evaluate the decision created, and also access the change request table and any table change request references.
  • Create Decision records
    Decision records contain the conditions that you can use to determine the change approval action. Create decisions with the condition builder when you create change approval policies.

Parent Topic:Creating change approval policies

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