Resend Approval on Approver change to the new Approver

SimonSimon
Giga Sage

How do I go about resending an approval when an approver changes due to becoming inactive?

 

When an approver becomes inactive their manager becomes an approver for the requested approvals via business rule. I tested this and it works and the new approver is able to Approve or Reject. I would like to retrigger the approval email to the new approver so that they are aware that there is action required from them.

 

I believe that this would involve a business rule on the sysapproval_approver table, when: after, update, Approver changes.

 

Any assistance is greatly appreciated.

1 ACCEPTED SOLUTION

Brian Lancaster
Tera Sage

Create a copy of the approval notification and then change the when to send tab to be like this.

BrianLancaster_0-1689961388513.png

 

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5 REPLIES 5

Brian Lancaster
Tera Sage

Create a copy of the approval notification and then change the when to send tab to be like this.

BrianLancaster_0-1689961388513.png

 

Thank you Brian!

zcambayot06
Tera Contributor

Hi Brian,

 

I have similar scenario for this, the only difference when to send is "event fired" and not record inserted or update. How can I add the condition if the record has been updated? Thank you.

 

Regards,

zcambayot

I need more specifics on what you are trying to do. You can fire an event and add additional conditions.