FAQ KB0403726
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The system is not putting a certain group as an approver in my approval flow. How can I check why is this happening?
Question

Can I check why this is happening?
One or more of the groups I expected to be part of the approval flow for my project are not there.
The project then does not have to go through the approval of the users in this/these group/groups to go to the next step.

Answer

This is how to check the conditions that are in place right now in your template, so you can see which of them are not being met and why the group is not being added to the approval flow

    1. Go to Manage > Templates, and open the latest version of the template you're having issues with;
    2. Go to the Conditions tab and take notes/a screenshot of the conditions set up there.
      Then, go to the Tasks tab, click on the approval task to which group is not being added to and click View Task Details, then click the value to the right of Approval Rule Flow Type;
    3. Click the node/group that is not being added to the approval flow, and check the conditions there; these are the conditions that have to be met in order for the group to be added to the approval flow.
    4. Compare the values you see here to the ones from step 2.

After you find the conditions that are not being met, it's just a matter of editing the template and changing the conditions so they work as you expect them to, and so that the groups you want are correctly added to the approval flow.

Additional Information

The first thing to explain is that this is not a User Matrix issue.
The User Matrix decides, based on the rules configured in your realm, which users will be part of the approval groups, but it does not decide which groups will be part of the approval flow. This is done by the Conditions.

Please refer to the Supplier management setup and administration guide, under Using approval rule conditions to learn more about this subject.


Applies To

Supplier Lifecycle & Performance

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