Exclude Task Creator from Approval List

Before you create the task and create routing rules for the tasks, you can exclude the task creator from the list of approvers by adding the creator to the excluded participant list. At the same time, you can assign to the task to the task creator’s manager.

To exclude the task creator from the participant list and add task creator’s manager to the approval list:
  1. Click the Configure icon on the top.
    Task Properties screen appears.
  2. Select the Skip Creator from Approval List option.
  3. Select the Assign to Creator’s Manager option.
  4. Click OK.
  • When you select only the Skip Creator from Approval List option:

    • If there are multiple users in the task and one of the users is the task creator, then the assignment is skipped for the task creator and assigned to other users.

    • If there is only one user and the user is the task creator, then the task moves to completed state. There is no assignee for the task.

  • When you select both the Skip Creator from Approval List and Assign to Creator’s Manager options:

    • If there are multiple users in the task and one of the users is the task creator, then the creator’s manager is fetched from the identity store and the task is assigned to the manager along with other users.

    • If there is only one user in the task and the user is the task creator, then the creator’s manager is fetched from the identity store and the task is assigned to the manager.