hi, can someone help me with an approval workflow?...
# administrationk
Kien
05/02/2025, 6:57 PMhi, can someone help me with an approval workflow? I need to make it so the current user can't be the next approver? Currently, my next approver list is a list of employee
m
MGBC
05/02/2025, 6:58 PMAre you using basic approvals? Suite Approvals? or building your own workflow?
k
Kien
05/02/2025, 6:58 PMbuilding my own
m
MGBC
05/02/2025, 6:58 PMAnd are you setting the next approver value via a Set Field value action?
k
Kien
05/02/2025, 6:58 PMyes
m
MGBC
05/02/2025, 6:58 PMwhat is the logic you are using to set the value?
k
Kien
05/02/2025, 6:58 PMright now, the set field action is user.supverisor
Kien
05/02/2025, 6:59 PMits working, but it needs to be able to change it, so the user can set the next approver to themself
m
MGBC
05/02/2025, 6:59 PMI thought you said in your original question that the next approver CANNOT be the current user?
k
Kien
05/02/2025, 7:00 PMyes, im trying to edit the workflow so they can't select themself as the next approver
m
MGBC
05/02/2025, 7:00 PMoh i see
k
Kien
05/02/2025, 7:00 PMright now, they can
m
MGBC
05/02/2025, 7:00 PMBut they do need to be able to select a next approver manually? Just not themselves?
k
Kien
05/02/2025, 7:00 PMyes, thats correct
m
MGBC
05/02/2025, 7:00 PMFor this you can do 1 of 2 things
MGBC
05/02/2025, 7:03 PM1. Create a new custom field called "next approver" (or whatever you want) and add filtering to this field of is NOT current user. Then hide/disable the native next approver field and use a workflow action to copy the custom next approver value into the native next approver value
2. Use a Return User Error action on Before Field Edit, that says "You cannot select yourself as the next approver". When the user selects themself in the next approver field. THen also do another Return user Error action on Before Submit with the same conditions. This will provide a pop up error when they select themselves and also prevent the record from saving if they still try to save it with themslevs as the next approver
MGBC
05/02/2025, 7:03 PMPersonally I prefer the second option, while it's not ideal, sometimes the first option creates an out of sync between the 2 fields in very rare cases
MGBC
05/02/2025, 7:04 PMThe root problem is that you cannot apply custom filtering to native list/record fields
k
Kien
05/02/2025, 7:04 PMthank you, let me try it and let you know
Kien
05/02/2025, 7:59 PM@MGBC It worked, thank you,