Removing an existing approver and adding a new approver skipping the Workflow approver activity

[sk59]

Hi All,

When an existing approver is removed and added a new approver by clicking on Edit button under Approval tab, it is skipping that approval activity and moving to the next activity before that added approver is approved.

Let me know how this can be handled when such scenario(removing an exisiting approval triggered by workflow and adding a new one) occurs.

[Tyler Herman]

Howdy,

My suggestion is to do the following steps in this order:

1. Open the approval record you want to update
2. Change the approver and set the approval state to Not Yet Requested. Save the record.
3. Set the approval state to Requested. Save the record.
4. Voila! The activity in the workflow will not have been skipped and the approval activity log will keep track of the approver change for auditing.

Note - The reason for setting the state to not yet requested and then updating it to requested is to get the approval notifications to fire off. If you don't do this, the emails will not trigger and potentially the approver will not be aware of the change you've made.

[sk59]

itil's are unable to edit the approver. Is their any other option?

[Tyler Herman]

Just to clarify - ITIL users will be the ones changing approvers and today they are able to add and remove approvers?

Why not just update the form/UI Policies/ACLs appropriately for the approval request form to let them change the approver and state? If they can already technically add and remove approvers using the edit option from the list, then allowing them to edit the approver on an existing request should be essentially the same level of access.