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Finance forum

Approval delegation

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Posted on by 4

Hi,

The PO gets approved by the department managers. One of the managers left on vacation and forgot to delegate his approval. IS there a way as a system administrator force his delegation to another user?

Thanks

Sam

  • Samkh Profile Picture
    4 on at
    RE: Approval delegation

    The concern is to provide sys admin rights to one of the finance team to reassign the approval

    It looks that the best approach is to create a new custom user roles

    Thanks for all your replies

  • Eugen Glasow Profile Picture
    6,357 on at
    RE: Approval delegation

    What's the problem with the user rights anyway? From your question I understood this was a one time action. I thought you were the system administrator.

  • Verified answer
    Sukrut Parab Profile Picture
    71,682 Moderator on at
    RE: Approval delegation

    You have to make some kind of adjustment like either assign duty or privilege which gives this ability to reassign button  on the workflow history form to  the end user. Your developer can help you with that.

  • Verified answer
    Eugen Glasow Profile Picture
    6,357 on at
    RE: Approval delegation

    No. It is too late. Any changes to the workflow such as a deadline for the delegation will not affect this workflow instance. Any change such as a global Delegate in the user settings of the manager will only work at the moment as the workflow item is getting assigned.

  • Samkh Profile Picture
    4 on at
    RE: Approval delegation

    Thanks for the quick reply

    I want to avoid assigning sys admin privileges for an end user

    And avoiding creating a new custom user role

    Any other workarounds?

    Thanks

  • Suggested answer
    Sukrut Parab Profile Picture
    71,682 Moderator on at
    RE: Approval delegation

    You can reassign it using Sys admin rights . Did you look at workflow history page where it shows work items  and reassign button?

    workflowRessign.JPG

  • Suggested answer
    Eugen Glasow Profile Picture
    6,357 on at
    RE: Approval delegation

    Naturally, in every Workflow history there is a button Reassign down below.

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