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Hi Friends,
We setup a AP invoice workflow to leverage the Management Hierarchy, it has multiple approval steps. But due to the organization's reporting structure,
someone end up approve same invoice twice, how can we avoid it? Someone said we can customize it, but no detail of how to do it.
Many thanks.
River
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Hi River,
In the past, we did alternative security checks on the class SysWorkflowHelper.
Hi River,
I understand that you would like to receive some examples. I haven't done your requirement as customization, so every line of coding would be new to me as well. I can only try to find the method where we did another customization in the past.
Hi Ludwig,
It's due to approval limit and gap between different commanding chain.
People on top don't like or need to approve everything, but, in many cases, some people report to them directly has much less approval limit, so we have to design a workflow in a certain way.
But, C level people could show up in different steps in workflow and approve twice.
Hello River,
How can it happen that this person ended up approving twice? Does he has multiple users/jobs/positions assigned?
Best regards,
Ludwig
Hi River,
There might be several types of solution.
The first one is trying to find the place where the user will be assigned to a workflow task in general. We did another customization on this logic in the past. I have to find details back. But after the standard assignment, you can try to add logic for an auto approval of this user if he did approve the same workflow document instance before.
Another option is creating an own workflow provider which will be similar to the management hierarchy or customize the standard one to skip a user if he did approve before.
During writing, the second option with a new WF provider will be the one that is having the least impact in case of updates/upgrades.
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