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Blocking requests for self

Related products:Freshservice
  • February 26, 2025
  • 3 replies
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Medic1334
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We have a couple processes where we need to be able to block a user from submitting a request for themselves (aka not entering a requester when raising the request in the portal).  An example is offboarding (we aren't using the module….yet) and adding a user to the change management process.  This can cause automations to happen against the wrong value.  It would be nice to have the ability to make a business rule that checks if requested for is the same as the requester and then pop a toast notification to prevent these from being raised.

We can use a workflow automator to close and email the user, but that is a poor user experience if the form requires more than a couple seconds to fill in.

 

3 replies

Medic1334
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  • Top Contributor ⭐
  • February 26, 2025

Shameless plug to ​@Daniel Söderlund and ​@mbutler  :)


Daniel Söderlund
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Don’t be, I ping you all the time :) 


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  • Contributor
  • February 26, 2025

Hi ​@Medic1334 

We are looking to do something very similar for our services requests for when they are able to select an approver. Only thing that we are able to come up with currently is to prevent this is to have the system essentially tell the agent group that the person selected themselves. 
While agents can modify a Service Request, requesters can only do so if a service request has had a request rejected. I spoke to Freshservice support regarding how to approach this but wasn’t given any guidance besides having the agent make the change on the service request for the User or to build several workflows to work off of when this service item is added, updated, and service request raised to catch the different states. 

If you do find a good way for this, please let us know. Even if it for the offboarding module, we might be able to get it to work in other place hopefully without making a custom app.