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How can we re-assign all workflows that were delegated but not approved yet

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Posted on by Khawaja Muhammad Bilal 261

Dynamics 365 F&O: how can we reassign all workflows that were delegated.

 

If User "A" was on leave and delegation rule was on all workflow delegated to User "B".

 

Now User A is back , so how we can re-assign the all workflows in one go which was delegated to user B but not approved yet.

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Dynamics 365 Administration
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,339 Super User 2024 Season 2 on at
    How can we re-assign all workflows that were delegated but not approved yet
    Hi Khawaja,
     
    As mentioned in my previous reply, the re-assignment is one by one in the standard application.  I forgot to mention that in case you need a bulk option, you can consider a customization. Please ensure that the customization will ensure traceability what happened and auditors will approve the solution you implement. 
  • Khawaja Muhammad Bilal Profile Picture
    Khawaja Muhammad Bilal 261 on at
    How can we re-assign all workflows that were delegated but not approved yet
     
    The link you shared is just for user whom worklfows are assigned just he can delegate in bulk. 
     
    Requriement is different System Admin wants to delegate the Pending worklfow in bulk to multiple users. 
  • Khawaja Muhammad Bilal Profile Picture
    Khawaja Muhammad Bilal 261 on at
    How can we re-assign all workflows that were delegated but not approved yet
    @Andre,
     
    Thank you for reply, the process of identification of pending Users workflow is fine from your blog, but Still if System Admin wants to delegate the bulk worklfows for different user , this solution is not yet available. 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,339 Super User 2024 Season 2 on at
    Dynamics 365 F&O: How can we re-assign all workflows that were delegated but not approved yet.
    Hi,
     
    This is a task that can be done by a system administrator or a person with the role of information technology manager. They need to reassign all workflows one by one. User B can also delegate to user A.
     
    In case someone will need to go for the reassignment option, my blog can help them finding the relevant workflows: Find pending workflow instances for a certain user - Dynamicspedia

    PS. I moved your question to the Dynamics 365 Finance forum.
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 6,886 Super User 2024 Season 2 on at
    Dynamics 365 F&O: How can we re-assign all workflows that were delegated but not approved yet.
    Hi,
     
    Check if this link helps:
     
    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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