Concept: Delegation Routing Restrictions

Routing restrictions enable you to configure business process steps so that Workday excludes specified individuals from the workflow routing based on your selections.

When you enable the

Apply Routing Restrictions during Delegation

check box on the

Edit Tenant Setup - Business Processes

task and a delegate approves a step, Workday considers the delegate to be a prior approver. The ability to act on a step goes away when the step has a routing restriction on a prior approver, even when it's a parallel step to the

Approval

step.

Example: A business process definition contains:

Step a:
Initiation
Step b:
Approval
(a parallel step 1)
Step b:
To Do
(a parallel step 2)

Both b steps have routing restrictions to exclude prior approvers. The

Apply Routing Restrictions during Delegation

check box is enabled on the

Edit Tenant Setup - Business Processes

task. Once the delegate approves the Approval step, the delegate won't be able to complete the

To Do

step and won't see the task in their My Tasks. The

To Do

step has a routing restriction that prevents prior approvers from acting on the step.