Adding a Role to an Exclusion Rule

The Manage approval paths user type permission is required.

Configuration
  1. Under Dynamic Approval Routing, click on an approval path category.
  2. Click on an exclusion rule.
  3. Click Add next to Roles.
  4. Select from the drop-down list how roles will be included in the approval process.
  5. To select a role, click Search.
  6. Click Save.

The role appears in the Roles list of the Exclusion Rule page. Users associated to the role will be excluded from the approval path.