How to exclude specific approvals from My Tasks in EC?

[Jacques Clement]

G'Day. In Employee Center's My Tasks, I have a use case where I would like to show approvals for Change Requests, but only when it is in the Assess state. Then, when the change moves to Authorize, I want the corresponding approval NOT to show in My Tasks, as we want this approval to be only done via our weekly CAB meeting, using the CAB Workbench.

So far I have not found an easy solution to exclude approvals based on the underlying task's state, both in the My Tasks page (hrm_todos_page) AND the Activity widget.

I started looking into the Script Include that calculates the number of entries, and shows the task approval cards on the widget, but could not find an entry point that would prevent me from touching the out of the box code.

So far the best I have managed to do is to create to Task Configurations in the Approval To-Dos configuration. When the change is in Authorize state, I leave the Action widget empty and this removes the Approve/Reject. Then I display message to inform the user that given the state, this change cannot be approved (see snapshot below). But they approval still shows in the count and more importantly, it can still be approved from the activity widget. So, I really don't like my workaround.

Has anyone come across a similar use case and if so, did you manage to address it gracefully?

Thanks.

[Ankur Bawiskar]

@Jacques Clement 

not possible to do this without heavy customizations.

You cannot achieve this directly with filter conditions etc.

1 way is to exclude CHG approvals from My Tasks and create another Portal menu etc to handle this separately.

If my response helped please mark it correct and close the thread so that it benefits future readers.

[AbinC]

Hi @Jacques Clement ,

It’s not possible to achieve this directly without significant customizations.

Currently, you cannot accomplish this using just filter conditions or standard configuration options.

One possible approach is to exclude CHG approvals from the "My Tasks" list and then create a separate portal menu or section specifically to handle these approvals. This way, you can manage them independently from other tasks.

If my response helped, please mark it as helpful

Thanks,

Abin