Changing Approver on Existing Approval

kshaw
Giga Guru

Trying to find out the correct procedure to change the user/approver on an existing Approval Request. In the below,example, Erica is the current approver. But she is not correct, a diffferent user needs to be choosen.

 

apprvval_list.png

 

Also (as some searches said change the approval record), the approval record is read only and controlling policy can not be found.

 

approval_request.png

Going back to the approval list, clicking on the Edit button allows a new user to be added to the approver list. 

edit_approver.png

Editing the State of the new approver from Not Yet Requested to Requested is next.

 

edit2.png

edit3.png

 

SO... the big question I have is what to do next with the original requestor. Choosing Approved or Rejected will either move the approval ahead by the wrong approver or will cause the approvel to be rejected which affects the workflow.

Of the remaining 3 choices I am not sure which to choose. I think over time I have choosen each and some just advance to workflow and the new approver (Ken Shaw in example) does not need to approve. If I leave the old approver as Requested, even if Ken approves, the approval is still waiting for Erica to approve before the workflow advances.

 

I am trying to figure out the correct steps to take to change approvers

edit 4.png

Thanks in advance for help.

Ken

11 REPLIES 11

 Have you tried with groups yet?

Dylan26
Tera Contributor

I haven't personally tried that, no, so I can't speak to the efficacy of the above solution. However, please do report back if you attempt it and let us know the results!