Symptom
To avoid, that multiple admins process the same workflow in parallel (workflow group), we have a functionality to assign workflows – especially for workflows where additional alignment and communication effort is needed.
Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental
Environment
- SAP SuccessFactors HXM Suite
- SAP SuccessFactors Employee Central
Resolution
A workflow can be sent to multiple approvers when the specified approver is a dynamic group or dynamic role. As one of the approvers, to avoid redundant approvals, you can assign it to yourself, indicating to other approvers that you are working on it.
To use this feature you must have permission to both Manage Workflow Assignments and Professional Edition Manage Workflow Requests.
- Go to Manage Permission Roles
- Select the wanted Role
- Click in the Permission button
- Select "Manage Workflows"
- Mark the options "Manage Workflow Assignments" and "Professional Edition Manage Workflow Requests"
- Save
After logout and logon you can see the "assign to me" button in advanced To Do list.
As well as in Workflow Detail page
If the user clicks the button Assign To Me, the workflow is marked with a flag and the Assign To Me Button disappeared
For other members of the workflow group the Assign To Me button isn't available anymore and the workflow is marked with a flag
If you want to revoke the assignment, you can go to workflow details and click 'Remove Assignment'.
General behaviour:
- If the workflow is send back use cases the assignment will be cancelled.
- If the user has assigned the WF and then the WF is Delegated or Escalated then the assignment will be cancelled.
- If another user in the same group delegates the workflow then the assignment won't be impacted.
- If workflow is assigned to a user, another user can approve the workflow. This is expected behavior, this functionality is to prevent data issues by having multiple users trying to approve the same workflow. If one user see's that a workflow is assigned to somebody else, they should not try approve that workflow.
example: there are 3 users in the group (a,b and c)
User A reserves the workflow and B delegates to user D. Then in this case the workflow will still be reserved for user A.
See Also
Keywords
workflow, assign to me, assignment, , KBA , LOD-SF-EC-WFL-TOL , Admin Tools, Pending Req, Admin Alerts, Check Tool , Product Enhancement