1. Implementing Applications
  2. Prevent Assigning Approvals to Specific Users

Prevent Assigning Approvals to Specific Users

In rare cases, workflow tasks get routed to the person who created the task or someone who should not approve due to conflicts of interest. To prevent this, you can configure tasks to skip certain users in the approval chain.

Note: The skipped users can still get FYI notifications about the tasks, but not notifications they can act on.

  1. In the Setup and Maintenance work area, go to the Manage Task Configurations task or another approval setup task in the Application Extensions functional area or another functional area.

  2. In BPM Worklist, on the Task Configuration tab, search for the workflow task in the Tasks to be configured pane.

  3. Select the task from the search results and click the Edit task icon in the toolbar.

  4. Click the Configuration subtab.

  5. In the Prohibit User Self-Approval section, select the Prohibit self-approval by users named in these payload attributes check box.

  6. In the Payload Attributes subsection, add one or more attributes:

    1. Click the Add icon.

    2. Click the Expression Builder icon.

    3. In the Expression Builder, expand Variables > Task > task:task.

    4. Select an attribute that represents the users to skip, for example task:creator for the task creator. Or, open the task:payload node and select an attribute from there instead.

      Note: Make sure you select an attribute that gives you user IDs at runtime, the IDs that users enter to sign in to the application.

    5. Click Insert into Expression and then OK.

  7. Select the Reassign approvals to those users' managers check box if you want to reroute tasks to the manager of the skipped user. Otherwise, the task goes to the next assignee in the approval chain.

  8. In the Tasks to be configured toolbar, click the Commit task icon when you're ready to roll out your changes.

You can also do this setup for specific participants in the task, if it's not an FYI task. In the Assignees subtab, select the participant, click Advanced, and find the same Prohibit User Self-Approval section.

  • If you have settings at both the participant and task level, both would apply.

  • If there's any conflict, for example with the setting of the Reassign approvals to those users' managers check box, the participant level setting takes precedence.

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