Why is my approval rule not working in a new item request?

An approval rule may not work due to one of the following reasons:

• You haven't set the assignment method in the new item request type as Rules Based.

  Open the Manage New Item Request Type Details task and change the Assignment Method in the approval workflow.

• You selected the Ignore Participant option for the rule. To include the participant:

  • Navigate to the BPM Worklist.

  • In the Assignees tab, select the participant. Click the Advanced tab.

  • Deselect Ignore Participant.

    Here's the screen that shows how you include the participant:

    

• You selected the Ignore Stage option. To include the stage:

  • Navigate to the BPM Worklist.

  • In the Assignees tab, select the participant and then select the stage. In the UI, stage is the region that encloses the participant.

  • Click the Advanced tab.

  • Deselect Ignore Stage.

    Here's the screen that shows how you include the stage:

    

• The NewItemRequestHeaderRuleSet isn't active. To activate the rule set:

  • Navigate to the BPM Worklist.

  • Select the participant. Click the diamond icon and then select Go to rule.

  • Click Show Advanced Settings (or the double down arrow icon) that appears next to the rule set.

  • Select Active.

    Here's the screen that shows how you activate the rule set: