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Where to set so that delegation of User Approval will be automatic?

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Posted on by joshtechsolutions 4,266
Hi Community,
 
I would like to find out, for user Approval delegation, I understand that the primary user approving officer will need to go in navision and click delegate before the substitute approving officer can approve on his/her behalf.
 
May I ask is there a way to do this delegation automatically, so that the primary approving officer don't have to do this and it will auto go to substitute approving officer?
 
Thank you!
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  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 70,511 Super User 2024 Season 2 on at
    Where to set so that delegation of User Approval will be automatic?
    The link you gave is from FO, not BC/NAV.
    However, you can try the following method.
     
    Hope this helps.
    Thanks.
    ZHU
  • joshtechsolutions Profile Picture
    joshtechsolutions 4,266 on at
    Where to set so that delegation of User Approval will be automatic?
     
    Thanks for your reply. The reason for not setting the substitute approving officer as primary because, this is not the primary officer. The primary officer sometimes has to go for meetings which will not be able to do approving, so someone needs to take care of stuffs.
     
    I see over here that it is possible to do automatic delegation, so was wondering if this is a different NAV.
     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,625 Super User 2024 Season 2 on at
    Where to set so that delegation of User Approval will be automatic?
    Its not possible out of the box. If you need it to be automatic, why not make the substitute the actual approver? This way the approval request goes to them directly. 
     

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