How to Create an Approval Rule Which allows the HR_REP to Create a Document Record without Approval but which Requires a Non-HR_REP to Get Approval via their Line manager (Doc ID 2546400.1)

Last updated on JUNE 05, 2023

Applies to:

Goal

To Create an Approval Rule, which allows the HR_REP to create a document record without approval, but which requires a non_HR_REP to get approval via their line manager.  In this article, the example used is for when the document type is one which requires authorization.

Please note, that at the moment, it is not possible to retrieve the Requestor's role in the Manage Document Records Approval Rules, so this is a workaround for that.  There is an ER logged for this bug:21442000 "ENH 21442000 - NEED DOCUMENT OF RECORD APPROVAL BASED ON ROLE OF REQUESTOR"

Solution

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