How to create a workflow that dynamically changes approvers when the approvers change during review
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08-15-2022 01:56 AM
Hi, I'm trying to create a workflow that dynamically changes approver when the approver change during review.
The approver is the author's manager, and the first approver is A. However, in the Approval - User Activity stage, if the Approver is changed from A to B in user form's manager field, I want to see if the approver is changed to B in the approval form dynamically and roll back the workflow to the branch activity.
Please advise on how to implement Run Script and Wait for WF Event.
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08-15-2022 02:31 AM
How do you change the approver?
And why? You have an approval flow in place which states it's the manager and you want to change it. There must be a reason for that, so why not apply that in the flow? Or better: if it's not the manager, why not decide upfront who the approver needs to be?
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12-07-2022 08:59 AM
I think the challenge is that once the approval is requested and sent to Manager A, if the user's manager in the platform changes to Manager B the approval record is not updated. I've seen requests for this in the past but not an OOTB way to handle it yet.
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04-30-2024 11:08 AM
This has happened in my case on multiple circumstances. A manager departs (or changes role) before taking care of their approvals. It isn't often, but it does require manual intervention when this occurs. Even if the approver is set dynamic to that users' manager field, after approval is sent, the workflow isn't monitoring for a change to the submitter's manager.
I'm open to brainstorming/ideas to make it even more dynamic so that if a manager changes, the workflow redirects.