Knowledge Base

Build Change Request Approval Workflow

Duration: ~20 min · Level: Intermediate · Template: #100 Change Request Approval Pipeline · Deployment: Cloud

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

  1. Create Change Request — task with impact, rollback plan, scheduled date.
  2. CAB Approval — business approval to change advisory board.
  3. Log Change Request — audit row in change-requests.csv.

Step 1 — Load the template

  1. Studio → Templates → search Change Request Approval.
  2. 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

  1. Set Approver in CAB Approval to your change board email or distribution list.
  2. 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.

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