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Delegate approval process

Bharath31
Kilo Contributor

As a Approver, I want to be able to delegate my Access Request approvals, so I know that someone will act on them during my absence.

 

Note:- we can do this by using the out-of-the box by adding user to the delegate column in Sys_user table.

 

Is there any other way i can do this. Can someone please help me with code , it's urgent.

 

Thanks

4 REPLIES 4

Anil Lande
Kilo Patron

Hi,

It is not advised and best practice to change approver in the configuration. Delegate functionality is for for that purpose only. If someone is going on leave for few days/months he can delegate all his approvals.

 

Changing approver in approval process is a Change and may need more configurations. Can you please share why you want to change approver using code/configuration?

 

Thanks,

Anil Lande

Please appreciate the efforts of community contributors by marking appropriate response as correct answer and helpful, this may help other community users to follow correct solution in future.
Thanks
Anil Lande

 

Thanks @Anil Lande . Could you please check below and help me.

Approvers should be able to delegate the approval tasks targeting Access Requests, to ensure they will not remain untouched during their absence.

They should be able to choose the user to who they want to delegate their approvals, the start and end date.

Acceptance criteria

This is achieved when:

  • Approvers can set a delegate for a certain period of time.

    • There should be a maximum period allowed (value to define)

    • The maximum period should be configurable in a property accessible to CARE Admins.

  • The delegate chosen will be notified of approval tasks targeting Access Request they are delegated to act on.

  • Delegates can approve/reject the approval tasks targeting Access Request they are delegated to act on.

 

 

I am sure that this process can be done by delegate functionality. But in that we can use only for start date to end date manually.

 

Now what if we want o trigger the delegate approval if approve is not done for more than 10 days. Is there any way i can achieve this requirement

Hi,

Delegate will always receive an approval request once approval is requested. You can send reminder emails using scheduled jobs to delegate, Delegate Manager or any other person as per your requirement.

 

Thanks,
Anil Lande

Please appreciate the efforts of community contributors by marking appropriate response as correct answer and helpful, this may help other community users to follow correct solution in future.
Thanks
Anil Lande

Thanks @Anil Lande 

 

How can i send an email to the delegate, Delegate Manager using the scheduled jobs. Can you please help me with the code?