Prerequisites: Approvals Explained and Jobs Panel.
Build an IT change management workflow from template #100: create a change task, route to the CAB for approval, and log the request to CSV.
What this template does
- Create Change Request — task with impact, rollback plan, scheduled date.
- CAB Approval — business approval to change advisory board.
- Log Change Request — audit row in
change-requests.csv.
Step 1 — Load the template
- Studio → Templates → search
Change Request Approval. - Load template #100.
Step 2 — Test payload
{
"changeTitle": "Upgrade database cluster",
"impact": "Medium — 15 min read-only window",
"rollbackPlan": "Restore snapshot DB-2026-07-01",
"scheduledDate": "2026-07-15T02:00:00Z"
}
Step 3 — Configure CAB
- Set Approver in CAB Approval to your change board email or distribution list.
- Adjust Expires in hours to match your change window policy.
Step 4 — Extend the pipeline
Add Check Approval → Switch branches (as in template #74) to update task status on approve/reject, or trigger a deployment workflow.
Related tutorials
- Purchase Approval Workflow — form + approval loop.
- Document Approval & Archive — document review flow.