Change - Prevent Requester from Approving

J_ Greene · ‎08-26-2020

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

Change requester cannot be an approver at any stage in the workflow
Approval record needs to remain for audit trail purposes
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 · ‎08-27-2020

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

View solution in original post

Brandon R1 · ‎08-03-2022

JEG,

Did all 3 above (BR#1, BR#2, EN#1) need to be created for all of this to work?? I have a similar requirement and tried BR#2 and it worked great though I changed "Cancelled" to "No Longer Required" cuz it seems to work best for my scenario.

Thanks,

Brandon

Sedat Sisman · ‎04-26-2021

This rule worked perfectly for me . Thank you for posting.

Pooja Kulkarni2 · ‎01-12-2024

What's the purpose of email notification? Whom to send? and what? @J_ Greene @Anusha Reddy1 @Brandon R1