Adding a Role to an Exclusion Rule
Before you start
The Manage approval paths user type permission is required.
Here's what to do
- Under Dynamic Approval Routing, click on an approval path category.
- Click on an exclusion rule.
- Click Add next to Roles.
- Select from the drop-down list how roles will be included in the approval process.
- To select a role, click Search.
- Click Save.
Results:
The role appears in the Roles list of the Exclusion Rule page. Users associated to the role will be excluded from the approval path.