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

Hi Brian,

 

I tried creating a new notification using when to send is "record is updated" instead of the event fired. I added these condition when state changes to "requested" or is "requested" and when approver changes. This works fine however, I noticed since it is on sysapproval_approver table it is also impacting other tables like change request and sending notification. Will I create an event triggered notif instead? Thank you.