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Agent determination

Former Member
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I need to determine the agent for the approval of employees change in pay.

First of all the workflow will be tiggered from a transcation. As soon as it is triggred it should go to the HR Manager for approval, who is not neccesarily the superior of the person whoes salary is being increased, after that it should go to the persons division head. Now what is the best way to do it. I am thinking of attaching position for HR manager as an agent but since the position id is generated and it will also have a different number in QA and in production so... what should i do, rest for the departmental head shall i develop a rule...

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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If you are disturbed only about the Agent determination then may be you can keep the task as general task and then make sure that your rule determines the correct id. This way, you would not have to bother about difference in Quality and Production position ids.

Answers (1)

Answers (1)

pokrakam
Active Contributor
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If you have two approvals with different business functions then it is a very good idea to have two separate tasks for it. This allows not only different descriptions, but also separates them for reporting purposes (e.g. how long do approvals take).

If you do this, you can use Ameekar's suggestion and create a rule, or leave the agent assignment blank and assign the HR manager as a possible agent to the task (if no agent is assigned, it goes to all possible agents). This assignment can then be changed/maintained independently in each system.

Cheers

Mike