Change - Prevent Requester from Approving

[J_ Greene]

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.

[J_ Greene]

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

[Anusha Reddy1]

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

[J_ Greene · 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

Business Rule #2

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

Email Notification #1

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

[Maks]

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'

[Bill Campbell]

This worked perfectly.