Locking Generated Approval Paths
With the introduction of the Dynamic Approval Routing (DAR) feature, a mechanism was required so users would not be able to remove or reorder approval paths generated by the DAR engine.
This feature is available for all but makes practical sense to use in conjunction with the Dynamic Approval Routing feature.
The following permission allows system administrators to control if a user type is authorized to remove or reorder the pre-populated approvers presented during the request approval action.
| User Type Permission | Location |
|---|---|
| Edit approvers when requesting approvals | Configuration > [SmartOrg] Administration > User Types > Recruiting > Other |
When the Dynamic Approval Routing is used to generate the list of approvers, this permission can be used to lock out the user's ability to modify that list of approvers. This permission can also be used if the requisition approval path is always created from scratch (which means the user has no frequent approvers and is not using requisition duplicate function) and the customer wants to enforce that for offer approvers; the same approvers who approved the requisition must also approve the offer.
When a user does not have the above permission:
When using the Request Approval action (for requisitions or offers), the user conducting the approval request cannot remove nor reorder system-generated approvers. These may have been inserted from DAR, requisition duplication, frequent approvers, or from requesting offer approval (in which case a starting list of approvers always exists, either via DAR, frequent approvers, or pulling in the initial approvers from the requisition).
The user can add and reorder additional approvers, and remove approvers that he/she has added.
The user, if authorized, may amend approval paths once routed for approval (this is managed by another permission).
When the permission is not granted, the Delete icon will not be present when hovering over an approver and the order sequence drop-down boxes will be unable to be selected.