Approval - User not creating approval tasks if 'created by' matches the user who needs to approve.

[Carl Fransen1]

Hi All,

Having some simple issues with my workflow and wondered  this is working by design, something I've done wrong, or is a bug in the system.

I have a simple workflow to generate 2 approval records, request manager approval (via script) and then one-up manager approval (also via script).  The two approver activities are essentially identical, they only point to a different field.  See workflow and activity screenshots below:

The requirement should also for a person to open a HR Case for someone else, hence the 'requester' can be different, but this still doesn't create the correct approval tasks.

Can anyone help me figure out why the approvals aren't generated if the 'opened_by' matches the person the approval is being requested from?

Much appreciated.

[Carl Fransen1]

Thanks - will try this out and let you know.

[Carl Fransen1 · Accepted solution]

In the end what I did here was to add validation to the Record Produce to disallow the user to put themselves as the approvers.  I added a Catalogue Client Script, OnSubmit, to throw up an error and stop the save from occurring.

The original problem around the approval tasks no appearing was the BR shown in a previous update, this is still needed for the Change process where people sit in multiple groups but cannot approve their own changes.

Thanks for all your help with this.

Cheers

Carl.