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mirror of https://github.com/Unleash/unleash.git synced 2024-10-18 20:09:08 +02:00
unleash.unleash/website/docs/reference/change-requests.md
Thomas Heartman e7ef06ff9d
docs: Update change requests permissions docs (#3194)
This change updates the "change requests permissions" section of the
change request doc to explicitly call out a few things we've seen
confusion around recently.

These are:

- project owners can't approve/apply change requests. You must create
custom roles
-   viewers can create change requests. This is intentional
-   skip change requests only works via the API

It also:

- elaborates a little on the circumventing change requests section to
clarify how it works.
- adds the change requests project roles to the project roles list. This
section should be kept up to date with all the relevant roles that exist
for projects.
2023-02-27 08:47:01 +01:00

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6.2 KiB
Markdown

---
title: Change requests
---
import VideoContent from '@site/src/components/VideoContent.jsx';
:::info Availability
The change requests feature is an enterprise-only feature that was introduced in **Unleash 4.19.0**.
:::
<VideoContent videoUrls={["https://www.youtube.com/embed/ENUqFVcdr-w"]} title="Change requests in 5 minutes">
This article contains all the details about how change requests work in Unleash; but if you're only looking for a brief explanation and a demo, how about this 5 minute explainer video? 🍿
</VideoContent>
Feature flagging is a powerful tool, and because it's so powerful, you sometimes need to practice caution. The ability to have complete control over your production environment comes at the cost of the potential to make mistakes in production. Change requests were introduced in version 4.19.0 to alleviate this fear. Change requests allow you to group changes together and apply them to production at the same time, instead of applying changes directly to production. This allows you to make multiple changes to feature toggles and their configuration and status (on/off) all at once, reducing the risk of errors in production.
Our goal is developer effeciency, but we also recognize that we have users and customers in highly regulated industries, governed by law and strict requirements. Therefore, we have added a capability to change requests that will allow you to enforce the _4 eyes principle_.
## Change request configuration
The change request configuration can be set up per project, per environment. This means that you can have different change request configurations for different environments, such as production and development. This is useful because different environments may have different requirements, so you can customize the change request configuration to fit those requirements. However, this also means that you cannot change toggles across projects in the same change request.
Currently there are two configuration options for change requests:
* **Enable change requests** - This is a boolean value that enables or disables change requests for the project and environment.
* **Required approvals** - This is an integer value that indicates how many approvals are required before a change request can be applied. Specific permissions are required to approve and apply change requests.
The change request configuration can be set up in the project settings page:
![Change request configuration](/img/change-request-configuration.png)
## Change request flow
Once a change request flow is configured for a project and environment, you can no longer directly change the status of a toggle. Instead, you will be asked to put your changes into a draft. The change request flow handles the following scenarios:
* Updating the status of a toggle in the environment
* Adding a strategy to the feature toggle in the environment
* Updating a strategy of a feature toggle in the environment
* Deleting a strategy from a feature toggle in the environment
The flow can be summarized as follows:
![Change request flow](/img/change-request-flow.png)
Once a change is added to a draft, the draft needs to be completed before another change request can be opened. The draft is personal to the user that created the change request draft, until it is sent for review. Once changes are added to draft, the user will have a banner in the top of the screen indicating that a draft exists. The state of a change request can be one of the following:
* **Draft** - The change request is in draft mode, and can be edited by the user that created the draft.
* **In review** - The change request is in review mode, and can be edited by the user that created the draft. If editing ocurrs, all current approvals are revoked
* **Approved** - The change request has been approved by the required number of users.
* **Applied** - The change request has been applied to the environment. The feature toggle configuration is updated.
* **Cancelled** - The change request has been cancelled by the user/admin.
![Change request banner](/img/change-request-banner.png)
Once a change request is sent to review by the user who created it, it becomes available for everyone in the change request tab in the project.
From here, you can navigate to the change request overview page. This page will give you information about the changes the change request contains, the state the change request is in, and what action needs to be taken next.
![Change request banner](/img/change-request-overview.png)
From here, if you have the correct permissions, you can approve and apply the change request. Once applied the changes will be live in production.
## Change request permissions
Change requests have their own set of environment-specific permissions that can be applied to [custom project roles](rbac.md#custom-project-roles). These permissions let users
- approve change requests
- apply change requests
- skip the change request flow **when using the API directly**
None of the standard roles have any change request permissions, so you must create your own project roles to take advantage of change requests. In other words, even a user with the project "owner" role can not approve or apply change requests.
There is no permission to create change requests: **Anyone can create change requests**, even Unleash users with the [global viewer role](rbac.md#standard-roles). Change requests don't cause any changes until approved and applied by someone with the correct permissions.
### Circumventing change requests
The **skip change requests** permission allows users to bypass the change request flow when calling the API directly. Users with this permission can change feature toggles directly (they are of course still limited by any other permissions they have). This permission does **not** allow users to bypass the change request flow in the admin UI.
The skip change requests permission was designed specifically to allow automation of Unleash. Specifically, we wanted to make it possible to quickly and automatically turn something off in the event that a feature release didn't go as expected or was causing issues.
The skip change requests permission does **not** grant any other permissions, so to be allowed to do things as enabling/disabling a toggle, the user will still need the explicit permissions to do that too.