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Manage Document Records - Approval Workflow

Summary:

Hi Team,


We have a requirement where a person containing both Line Manager (seeded Role) and People Success Partner (Custom Role - which is a dotted line manager).

If the person initiates the transaction as Line Manager or People Success Partner, it is satisfying both the rules currently and triggering both of them.

Is there a way to restrict - that if a transaction is initiated from MY Teams page - we should identify and it should satisfy the Line Manager rule alone?

Similarly for People Success Partner, that if a transaction is initiated from My client Groups --> Quick actions - we should identify and it should satisfy the people success partner alone?

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