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Build Exception for approval for one USer

Shree Nag
Tera Expert

Hello,

 

Is there a way to put an exception to one user, whose approvals needs to routed to another.

I have a case to route all approval requests coming to our CEO routed to the chief of staff.

This is only on requests. 

As in an example, if a catalog task is created, and manager assigned to approve is the CEO, the approval should be rerouted to the Chief of Staff.

Is this achievable?

 

Any help appreciated.

 

2 ACCEPTED SOLUTIONS

Sandeep Rajput
Tera Patron
Tera Patron

@Shree Nag Create a business rule on sysapproval_approver table as follows.

 

Screenshot 2024-02-08 at 10.12.55 PM.pngScreenshot 2024-02-08 at 10.13.50 PM.png

 

Hope this helps.

View solution in original post

Pranav_Thanedar
Mega Sage

@Shree Nag 

 

Why don't you try to set delegate approval? You can set the Chief of staff as a delegate to the CEO. 

 

You can set the delegate in the "sys_user_delegate" table. All the approvals from CEO will also be received by the Chief of staff.

 

Pranav_Thanedar_0-1707410976558.png

 


Please appreciate the efforts of community contributors by marking appropriate response as correct answer and helpful, this may help other community users to follow correct solution in future.

 

Regards,

Pranav Thanedar

View solution in original post

3 REPLIES 3

Sandeep Rajput
Tera Patron
Tera Patron

@Shree Nag Create a business rule on sysapproval_approver table as follows.

 

Screenshot 2024-02-08 at 10.12.55 PM.pngScreenshot 2024-02-08 at 10.13.50 PM.png

 

Hope this helps.

Pranav_Thanedar
Mega Sage

@Shree Nag 

 

Why don't you try to set delegate approval? You can set the Chief of staff as a delegate to the CEO. 

 

You can set the delegate in the "sys_user_delegate" table. All the approvals from CEO will also be received by the Chief of staff.

 

Pranav_Thanedar_0-1707410976558.png

 


Please appreciate the efforts of community contributors by marking appropriate response as correct answer and helpful, this may help other community users to follow correct solution in future.

 

Regards,

Pranav Thanedar

Shree Nag
Tera Expert

Thank you both for immediate reply.

Both solutions did work.

If you may help with another question, How do I populate the manager field, if the "Requested for" is selected in catalog tasks.

Attached is the pic of the catalog task.