Users should not be able to approve their own requests

Aparna Gurav · ‎09-13-2023

Hello Team,

Can anyone suggest how to achieve this requirement?

If the approver = created by user(Requested for) then they should not be able to approve the request.

Niklas Peterson · ‎09-13-2023

Here is a BR that I think will do the job.

Condition: current.source_table  ==  'sc_req_item' && current.sysapproval.opened_by ==  current.approver


Script:

(function executeRule(current, previous /*null when async*/) {

	// Add your code here
	
	current.approver = current.approver.manager;
	current.comments = 'Approver is also Requester - Moved to Manager';

})(current, previous);

It was modified from a BR that I've used to auto-approved if Requester is also Approver. I haven't tested it.

Regards,
Niklas

View solution in original post

Niklas Peterson · ‎09-13-2023

Hi,

You can't just prevent them from approving the approval. The you would be stuck with a lot of hanging approvals.
You need to control this in the process of raising the approval and redirect it to someone else.

Regards,
Niklas

Aparna Gurav · ‎09-13-2023

@Niklas Peterson : Thanks for the reply,

Suppose the person making the request is also the approver, which means they cannot approve the request themselves. In such a scenario, how can we implement the functionality to automatically assign the request to their manager?

Niklas Peterson · ‎09-13-2023

Hi,

If it is always the manager who should "step in". Then you can have a BR running on the approval records that does the check and move the approval to the manager. Or you modify the workflow/flow that raises the Approval and sends it correctly.

The advantage of the BR is that you don't need to modify existing workflows.

Regards.

Niklas

Aparna Gurav · ‎09-13-2023

@Niklas Peterson : Is this an OOB Business rule or Do need to create a new one?