Approval Delegation

Nilesh Pol
Kilo Sage

Hi All,I am working on the scenario: When a manager (approver) is on leave, approvals should not get stuck.
So the manager can assign a delegate for a specific period, and during that time:

Approval requests automatically go to the delegate

System still remembers who the original approver was

Audit/history clearly shows approval was done on behalf of someone.

 

please assist me with any suggestion will be appreciated.

1 ACCEPTED SOLUTION

Vijayc1
Tera Expert

Hi  Nilesh, 

 

You are used the OOB table sys_user_delegate to handle approvals when an approver is out of office.

How it works:

  1. Manager creates a delegation

    • In sys_user_delegate

    • Sets delegate user, start/end date

    • Enables Approval = true

  2. Flow runs when approval is needed

    • Flow looks up sys_user_delegate for the primary approver

    • Checks:

      • Active = true

      • Approval = true

      • Today is within start & end dates

  3. If delegate found

    • Approval is sent to the delegated user

  4. If no delegate found

    • Approval goes to the original approver

  5. Approval history

    • Shows approval done by delegate

    • Comment can say:
      “Approved on behalf of Primary Approver”

       

       

      If my response helped, please mark it as correct 

       and close the thread 

      — this helps future readers find the solution faster! 

      Regards,
      Vijay Chorge

View solution in original post

9 REPLIES 9

Brian Sorensen
Tera Guru

You may have answered this, but how does SN know they are on leave?

We had this as a block too. Our solution was tied to geofence requests. 
when a person requested access outside of their zone, we put an option on the form to delegate approvals and let them pick who to send them to. 
in the flow we then routed approvals during that time. 

 

Dr Atul G- LNG
Tera Patron

Hi @Nilesh Pol 

You need to use the delegation module. Managers must add a delegate before going on leave to ensure delegation works correctly. Delegation can be set only for the current or a future date and time, not for past dates or times. If a manager goes on leave without prior notice, delegation will not work and the catalog manager or admin will need to approve on the manager’s behalf.

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AndersBGS
Tera Patron

Hi @Nilesh Pol ,

 

Have you looked towards the OOTB solution for delegation? According to your requirement, it should fulfill the need.

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

PaulBecker
Tera Contributor

ServiceNow has built-in delegation for approvals via the sys_user_delegate table. Managers can set time-bound delegates with the approvals flag, and flows can check for active ones to reroute requests. History notes it as on behalf of the original approver. Check the docs for setup details.

VaishnaviK43271
Tera Contributor

Hi @Nilesh Pol !!

This requirement can be handled using ServiceNow Out-of-the-Box Delegated Approvals.

How it works:

  • The manager (approver) can configure a delegate for a specific date range

  • During that period, approval requests are automatically sent to the delegate

  • The original approver remains unchanged in the approval record

  • The audit/history clearly shows that the approval was completed on behalf of the original approver

Configuration:

  • Manager sets the delegate from My Approvals → Delegates

  • Define delegate user, start date, and end date

Audit & tracking:

  • sysapproval_approver.approver → original manager

  • sysapproval_approver.approved_by → delegate user

  • Approval history indicates approval was done on behalf of the manager

Why this is best practice:

  • Prevents approvals from getting stuck

  • No custom scripting required

  • Fully auditable and compliant

  • Works across Catalog, Change, and other approval processes

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for.

Thank You