Change - Prevent Requester from Approving

J_ Greene
Kilo Expert

I've read through many of the existing threads, but they don't seem to solve this issue completely. Here are the primary requirements:

  1. Change requester cannot be an approver at any stage in the workflow
  2. Approval record needs to remain for audit trail purposes
  3. An 'Request Approval' email SHOULD NOT be sent to the approver if the requester

I've created the following business rule, however, it is not working.

find_real_file.png

1 ACCEPTED SOLUTION

In my testing, the above solution stops ALL emails from being sent. As a result, valid approvers are not receiving the email.

This can probably be done in an easier way, but the following solution solves my requirements.

Business Rule #1

  • Table : Approval [sysapproval_approver]
  • When to run : before update

find_real_file.png

Business Rule #2

  • Table : Change Request [change_request]
  • When to run : after insert/update

find_real_file.png

Email Notification #1

  • Table: Approval [sysapproval_approver]
  • Category : Approval
  • When to run : after insert/update

find_real_file.png

 

View solution in original post

12 REPLIES 12

J_ Greene
Kilo Expert

I updated the business rule below, and it works with one exception--the requester/approver still receives the email.

Updated business rule:

Table: Change Request [change_request]

When to run: after insert/update

find_real_file.png

 

 

Please move the set workflow statement as below.Tested below BR and email doesn't trigger.

find_real_file.png

In my testing, the above solution stops ALL emails from being sent. As a result, valid approvers are not receiving the email.

This can probably be done in an easier way, but the following solution solves my requirements.

Business Rule #1

  • Table : Approval [sysapproval_approver]
  • When to run : before update

find_real_file.png

Business Rule #2

  • Table : Change Request [change_request]
  • When to run : after insert/update

find_real_file.png

Email Notification #1

  • Table: Approval [sysapproval_approver]
  • Category : Approval
  • When to run : after insert/update

find_real_file.png

 

We've created a Business Rule at our company.

The change approval process still pulls everyone from 'Assignment Group' to the approval, but then the Business rule updates user's record to 'No Longer Needed'.

Business rule:

Table: Approval (sysapproval_approver)
Active: Yes

 

When to run:

Insert: Yes
Filter conditions: Source table is change_request
(AND) Approval for.Assigned to is same as Approver

 

Actions:

Set field values: State to 'No Longer Required'

This worked perfectly.