Avoid Triggering Auto Approval when there is a goal description change in the performance goal. — Cloud Customer Connect
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Avoid Triggering Auto Approval when there is a goal description change in the performance goal.

edited Jan 30, 2025 2:10PM in Performance Management 1 comment

Summary:

Avoid Triggering Auto Approval when there is a goal description change in the performance goal.

Content (please ensure you mask any confidential information):

We recently did a change to Avoid Triggering Manual Approval when there is a goal status change by employee.
But when the user changes the goal description it is also getting auto approved. We don't want this transaction to get auto approved.

Below Rule set is working for Avoid Triggering Manual Approval when there is a goal status change by employee.

Auto Approval Rule:

(((TransactionApprovalRequest.attribute25 == "Y") AND (TransactionApprovalRequest.attribute10 != "") AND (Performance Goals != null) AND (Performance Goals.Goal Created Flag == "NOT_Y") AND (Performance Goals.Goal Deleted Flag == "NOT_Y") AND (Performance Goals.Status Code == "NOT_CANCEL") AND (Performance Goals.Legacy Key Attribute Updated == "Y") AND (Performance Goals.Status Code == "NOT_COMPLETED")) OR ((1 == 1) OR (Performance Goals.Private Flag == "Y")))

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