How can I remove the Approval Requested on a Certificate Expiring - renewal task (CERTxxxx)?

Dave Hoglund
Tera Guru

When a certificate is expiring in 60 days from the "Valid to" date, a CERT task is created, but we don't want any approvals needed.  How do we disable the need for approval?

DaveHoglund_1-1737377806311.png

 

 



1 ACCEPTED SOLUTION

Dave Hoglund
Tera Guru

I think this might be where the "Approver" is getting added.
There is a subflow called "Certificate Notification" that checks if the certificate task record has any value for "Approver" field, and if none, it auto-approves, but does this imply the "Approver" is related to the unique certificate "assigned to"?
(is the "assigned to" of the certificate considered the "Certificate Owner"?)   and can I modify this workflow, to force any situation to be "Approved"?  

DaveHoglund_0-1737495289638.png

 

 

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1 REPLY 1

Dave Hoglund
Tera Guru

I think this might be where the "Approver" is getting added.
There is a subflow called "Certificate Notification" that checks if the certificate task record has any value for "Approver" field, and if none, it auto-approves, but does this imply the "Approver" is related to the unique certificate "assigned to"?
(is the "assigned to" of the certificate considered the "Certificate Owner"?)   and can I modify this workflow, to force any situation to be "Approved"?  

DaveHoglund_0-1737495289638.png