SAP Knowledge Base Article - Public

2699260 - Initiator Logic and Auto Replace Approver Logic

Symptom

How does the system derive the approver when the intiator also resolves as the approver of a workflow?

Environment

  • SAP SuccessFactors HXM Suite
  • SAP SuccessFactors Employee Central

Cause

See Resolution section to see how the system derives an approver when the intiator is also the Subject User for different scenarios.

Resolution

Scenario 1: Employee Central Workflow

  1. If the Intitator is a member of a Dynamic group or position
    • the Initiator can approve the workflow (as the approver) and can withdraw the workflow (as the initiator)
  2. If the Subject User is the initiator, resolved step approver include the Subject User.
    The system will replace this step approver or CC Role with the subject user (initiator) manager.
    Replace manager’s logic doesn't apply to approve type is these single-user roles: Self, Manager, Manager Manager, and Employee HR. It's applicable for all other approve type single-user roles and multi-user roles.

  3. When initiator is same as contributor, if the contributor type is dynamic role and resolver type of dynamic role is person, system will send detail to contributor's manager.

Scenario 2: MDF Workflows

  1. If the workflow is a user based MDF workflow (such as time off workflow, time sheet workflow)
    • The initiator and subject user are considered different entities by the system and the user can Approve the workflow as the approver as well as withdraw the workflow as the initiator

  2. If the workflow is an object based MDF workflow (such as a migrated foundation object workflow), and the intiator and subject user are considered the same entity
    • If the Subject User is the initiator, resolved step approver include the Subject User.
      The system will replace this step approver or CC Role with the subject user (initiator) manager.
      Replace manager’s logic doesn't apply to approve type is these single-user roles: Self, Manager, Manager Manager, and Employee HR. It's applicable for all other approve type single-user roles and multi-user roles.

    • Exception: Position MDF workflow: If the initiator and subject user are the same user - we do not replace the initator's manager as the approver
      • This is because this is an object based workflow and not user data based workflow

See Also

 Approver Skip and Replacement Scenarios

Keywords

initiator, replace, logic, manager , KBA , workflow , skip logic , contributor , approver , LOD-SF-EC-WFL , Workflows - Configuration, Tools, Objects & Rules , LOD-SF-EC , Employee Central , Problem

Product

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM suite all versions