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Auto Approval rule configuration for "Share" Action for Development Goals

edited Jul 3, 2025 11:08AM in Performance Management 2 comments

Summary:

For Development goals, we have a requirement that approval should route to manager for the actions “Add”, “Delete”, and “Complete” and rest all actions should get auto approved.

In the below configured rule we tried including the criteria Development Goals.Share CreatedFlag as applicable, However, the approval is getting routed to manager for "Share" action too.

Any insights on how to restrict this.

Version (include the version you are using, if applicable):

25 B

Code Snippet (add any code snippets that support your topic, if applicable):

Auto Approval

((transactionApprovalRequest.transactionId > 0) AND (Development Goals != null) AND (Development Goals.Goal Version Type Code == "PENDING_APPROVAL") AND (((Development Goals.Goal Added Flag != "Y") AND (Development Goals.Goal Deleted Flag != "Y") AND (Development Goals.Goal Updated Flag == "Y") AND (Development Goals.Status Code != "COMPLETED")) OR (Development Goals.Private Flag == "Y")))

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