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Approval Does Not Skip But Assigned To AveksaAdmin

Question asked by Ece YILDIRIM on Jun 4, 2016
Latest reply on Jun 6, 2016 by Nilesh Jain

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Hello,

We have Role Owner Approval step in our Approval Phase. But we want to skip role owner approval step if requestor of role related changes is role owner himself/herself. Therefore, in Resources Tab of associated approval WF we added "Requestor" to the Exclusion list as in below picture (picture 1).

1- Role Owner creates a role and adds entitlements to it. Then, she/he submits the request

2- In the Approval workflow, when we expect to skip role owner approval step we observe that the approval is assigned to AveksaAdmin instead (picture 2).

Do you have any idea why?

(picture 1)

(picture 2)

(picture 3)

Sean Miller

Jun 5, 2016 3:07 PM

Correct Answer

Correct on how the include and exclude logic works. If you have more complex business logic, you could use a SQL Select node to figure out the resource(s) to assign to and just reference the workflow variable those results are in instead (and not have any excludes).

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Andrew Ulliani

Jun 4, 2016 10:43 PM

At the bottom of the Resources tab where it says "If no resources are resolved, assign work to," try setting the value to None instead if Administrator.

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Manu Mohan

Jun 5, 2016 2:02 AM

Seconding Andrew here, the issue is because the work item(s) are being re-assigned to 'Administrator' when the Requestor is also the Role Owner based on the setting 'If no resources are resolved, assign work to'. Changing this to 'None' will skip this node for the scenario.

I just did this recently and wanted to add in an additional pointer. Post the change, work item will end up being skipped if the 'Requestor' and 'Role Owner' is the same, but also if the Role Owner is currently terminated (since now there is no fall-back re-assignment). You may want to consider a SQL node to tackle that.

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Boris Lekumovich

Jun 5, 2016 3:42 AM

As far as I understand, the system creates a list of approvers, based on the Include section.

Then from that list, the system subtracts the values which are mentioned in the Exclude section.

If, the end result is that you don't have any values left (for approvers), the system will follow the configuration in the Other section

Seconding Manu's approach to use a SQL node

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Ece YILDIRIM @ Boris Lekumovich on Jun 5, 2016 8:57 AM

Hi Manu, Andrew, Boris

Thanks for all the replies,

How can we achieve below functionality?

We assigned a "group" as the approver resource of the activity. If the group has no active member at a particular time, meaning no resources resolved, assign task to Administrator. However, if the members of group is in the exclusion list, simply skip the approval step.

In the scenario that Boris put into details, should not the approval be in "completed by System" state? Is it only possible when "If no resources are resolved, assign work to " is set to "None"

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Sean Miller

@ Ece YILDIRIM on Jun 5, 2016 3:07 PM

1 person found this helpful

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Nilesh Jain

Jun 6, 2016 2:40 AM

I think if you set "If no resources are resolved, assign work to " to "None" , and requestor is in Exclude list or Group added as resource does not have any members , then it will be completed by System.

However I agree with Sean , if you have any other complex logic, SQL node is the best way.

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6 Replies

Andrew Ulliani Jun 4, 2016 10:43 PM
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At the bottom of the Resources tab where it says "If no resources are resolved, assign work to," try setting the value to None instead if Administrator.
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Manu Mohan Jun 5, 2016 2:02 AM
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Seconding Andrew here, the issue is because the work item(s) are being re-assigned to 'Administrator' when the Requestor is also the Role Owner based on the setting 'If no resources are resolved, assign work to'. Changing this to 'None' will skip this node for the scenario.

I just did this recently and wanted to add in an additional pointer. Post the change, work item will end up being skipped if the 'Requestor' and 'Role Owner' is the same, but also if the Role Owner is currently terminated (since now there is no fall-back re-assignment). You may want to consider a SQL node to tackle that.
1 person found this helpful
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Boris Lekumovich Jun 5, 2016 3:42 AM
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As far as I understand, the system creates a list of approvers, based on the Include section.

Then from that list, the system subtracts the values which are mentioned in the Exclude section.

If, the end result is that you don't have any values left (for approvers), the system will follow the configuration in the Other section

Seconding Manu's approach to use a SQL node
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- Ece YILDIRIM @ Boris Lekumovich on Jun 5, 2016 8:57 AM
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  Hi Manu, Andrew, Boris
  
  Thanks for all the replies,
  
  How can we achieve below functionality?
  We assigned a "group" as the approver resource of the activity. If the group has no active member at a particular time, meaning no resources resolved, assign task to Administrator. However, if the members of group is in the exclusion list, simply skip the approval step.
  
  In the scenario that Boris put into details, should not the approval be in "completed by System" state? Is it only possible when "If no resources are resolved, assign work to " is set to "None"
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  - Sean Miller @ Ece YILDIRIM on Jun 5, 2016 3:07 PM
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    Correct Answer
    Correct on how the include and exclude logic works. If you have more complex business logic, you could use a SQL Select node to figure out the resource(s) to assign to and just reference the workflow variable those results are in instead (and not have any excludes).
    1 person found this helpful
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Nilesh Jain Jun 6, 2016 2:40 AM
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I think if you set "If no resources are resolved, assign work to " to "None" , and requestor is in Exclude list or Group added as resource does not have any members , then it will be completed by System.

However I agree with Sean , if you have any other complex logic, SQL node is the best way.
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Approval Does Not Skip But Assigned To AveksaAdmin

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