Skip to main content
Question

Change Managment - Requester self approval

  • December 1, 2023
  • 1 reply
  • 58 views

Forum|alt.badge.img+3

Hello All,

Has anyone tried to create a workflow that will block a CAB approver from approving their own change request?  Once again, I cant seem to create the logic whether in my head or the application :) 

Did this topic help you find an answer to your question?

1 reply

Medic1334
Skilled Expert
Forum|alt.badge.img+9
  • Skilled Expert
  • 88 replies
  • February 26, 2025

@jpeters stumbled across this just now. We’re in the process of fighting this ourselves. Our change process is 3 layered, Peer, manager team, change team.  I have a workflow prior to the automation that uses the logical expression to check the assigned agent value against the peer approver and if so, reverts the change status and emails the agent (not ideal but business rules cannot do this as of right now).

You could do the same if you are looking for requester and change agent. Here’s what I have for change agent matching the peer approver field (dropdown we added) logic. Just swap placeholders around as needed:

{{change.agent.email}}=={{change.lf_peer_approver_email}}

If the agents are different, it will kick off approvals to the peer then the manager team. Initially, we put in a block that managers could not be change agents so I had to undo that and instead setup a condition where if the change agent is not a manager it continues as normal, otherwise I have a unique condition for each person on that manager approval board. When the match is found, it will send manager approvals to everyone except that manager (prevents self approving) and then the final change board.

Hopefully that makes sense if you never resolved this, and if anyone else stumbles on this they have an idea :)


Reply