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Ledger daily general workflow - the creator should not be sent a work item to approve

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We are currently on 2012 r3 cu7 and want to implement the workflow for general journals

we don't want the person creating the journal to be able to approve it

so I have a list of users to assign to for each limit

how do I stop a user in the "assign to" list approving their own journals ?

I can see that there is a parameter in CU8 which stops this but wondered how others have solved this prior to the update

any help appreciated

thanks

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Jonathan Halland 11,310 on at

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RE: Ledger daily general workflow - the creator should not be sent a work item to approve

Hi Dawn.

We either wrote a custom participant provider that did this determination in code, alternately create a calculated field to use in workflow conditions to determine whether the person who submitted is the next approver.

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Community Member on at

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RE: Ledger daily general workflow - the creator should not be sent a work item to approve

Thanks Jonathan I didn't know if there was a setting or configuration that I could do with out a development change

I will pass this to our development team

thanks again

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André Arnaud de Cal... 299,576 Super User 2025 Season 2 on at

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RE: Ledger daily general workflow - the creator should not be sent a work item to approve

Hi Dawn,

On each workflow configuration you can specify a Final approver. In case a submitter also approves the workflow, the approval will be forwarded to another person. In this case there is always someone checking the details.

A customization like Jonathan mentioned is preventing it directly. In this scenario you can probably setup a manager as final approver and prevent a customization. When the manager gets too much work items assigned, fot sure he will speak with his team.

Also you can add the name of the submitter in the workflow item, so it is visible who submitted it. Then teach the people to not approve there own submitted items.

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