Symptom
You have configured 2 types of workflows with different approval levels:
Type 1: 2 Level approvers for 'Add lower level' and 'Add peer level"
Type 2: 1 level approver for 'Copy Position'
In type 2 scenario, you have a workflow for copy position where workflow should trigger to the higher level manager but it is not happening. It is going to 2 levels of approval similar to what is configured for Add Lower Level/ Peer Level Position.
Environment
SAP SuccessFactors Employee Central
Reproducing the Issue
- Go to Position Org Chart
- Copy a Position > Workflow triggers
- Add Peer/Lower Level Position > The same workflow triggers
Cause
The system cannot differentiate between the Copy Position and Add Peer Level/Lower Level Position transactions and the same rule triggers for both the transactions. So one of the business rules is superseded and does not trigger.
Resolution
- Enable the field called "creationSource" in the Position Object Definition.
- Once this field is enabled in the Position Object Definition and you Copy a Position then the field "creationSource" is defaulted to value "Mass Copy from Position Orgchart" in the copied Position. And if you Add Lower/Peer Level Position then the field "creationSource" remains blank in the new Position created.
- Now you can configure a rule with an IF condition to check if Position.Source of Creation is equal to value "Mass Copy from Position Orgchart" then trigger the desired workflow for Copy Position transaction. And then the rule only triggers when you Copy a Position.
- Enable "Respect Workflow at Copy Position in Position Organizational Chart" to YES in position management settings to trigger workflow.
- This way you can differentiate between Copy Position and Add Lower/Peer Level transactions. The rules will be triggered respectively for each of the transactions and the respective workflows will be triggered as per the rules.
See Also
Implementing Position Management guide: Define Field Labels and Visibility
Keywords
Trigger workflow for Copy Position transaction only, Source of Creation, creationSource , KBA , LOD-SF-EC-POS-ORG , Position Org Chart UI & Manage Positions , LOD-SF-EC-POS , Position Management , How To