Modifying Policies

You can modify approval or commit policies even if there are requests that have already been sent for approval or commit based on that policy. When you modify a policy, a daily scheduled process evaluates in flight requests for that policy and takes appropriate action.

Note:

These changes apply to in flight requests only. They do not affect draft or completed requests, or requests that are pushed back.

If you modify a policy that affects requests that are currently in flight, the Remaining Approvals or Commits and Invitee counts on the Workflow tab of the request inspector may display inaccurate counts until the daily scheduled process runs to synchronize the counts.

Modified Policy Setting	Action Taken
Enabled	Changed from Disabled to Enabled: New requests that use this data object will require approvals or commits. If a request is pending approval or commit for other policies, the users in this newly-enabled policy are invited to approve or commit the request. Changed from Enabled to Disabled: New requests that use this data object will no longer require approvals or commits. If a request is pending approval or commit only for this newly-disabled policy, it is approved or committed. Note: You can disable workflow at the application level instead of disabling individual policies. This can be helpful, for example, in a test environment. See Disabling Workflow for Applications.
Approval Groups or Commit Groups	The new group is compared to the existing group, and the following actions are taken: New users who are not in the existing group are added as invitees. Users who are no longer in the existing group are removed as invitees.
Approval Method, One Approval Per Group, Total Required, Include Submitter	Remaining users who have not yet approved are invited to approve or commit based on the new settings. Note: Commit Method and Total Required cannot be changed for commit policies.
Allow Enrichment During Approval	Remaining users who have not yet approved are able to enrich the request based on their permissions and data access before approving. Note: Does not apply to commit policies.
Reminder Notification	Reminder notifications are sent to current invitees based on the new settings.
Approval Escalation	Requests are escalated to users with Data Manager permission to the data objects in the request, based on the new settings.