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Forbid self-approval & repeat approvers

  1. Open the policy version (draft) in the editor.

  2. In the Metadata card, tick either or both:

    • Forbid self-approval — the request's requester is filtered out of every stage's approver list.

    • Forbid repeat approvers across stages — anyone who approved an earlier stage of the same request is filtered out of later stages.

  3. Save and activate.

Filters apply at task-creation time. A stage that loses every eligible approver because of a filter follows the stage's If no approvers resolve setting (skip or block).

Applies only to approver rules; observers are never filtered.

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