Changing Approver on Existing Approval

[kshaw]

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.

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

 

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

 

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

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

 

Thanks in advance for help.

Ken

 

[Weird]

This is an old thread, but a customer went changing the approvers and the worklow got stuck, so I browsed through some old notes I had made (since this thread had similar content) and found instructions that I had written for changing the approver:

1. Add new approver/approval
2. Change the new approval state to "Requested"
3. Change old to "No Longer Required"
4. Approve / Wait for approver to approve the new one.

If the steps are done in wrong order the approval might be considered approved by the workflow even if the new approver hasn't yet approved, so make sure to try this in this order.

I wrote this up originally half a year ago for Xanadu so it might still work correctly. Note however that this was then tested on Workflows and not on Flows, so I can't guarantee that it work with those. Also, to clarify, I didn't test this now. I simpy resend the customer my earlier notes for them and asked them to try with those instructions.

[Peter Williams]

I have this also written down but its a manual progress for the users to go through. 
at the moment, i am attempting to created a UI action button that would update the Approver in the approval section and then send the new email to the new approver to approve without the steps indicated above.