Can we redirect approvals?

[ashwinipingle]

Dear flow experts,

How can we re-direct the approvals from one approver to another?

Best Regards,

Ashwini Pingle

[yashkamde]

Hello @ashwinipingle ,

we can redirect approvals like 1st approach we have that in Flow designer whenever we ask for approval and it is not appoved within desired time so below we can automate or redirect it to another..

If not approved then automatically the state becomes cancelled so then use this,

Also the 2nd approach suggested by @Dr Atul G- LNG  will work in case of user absence.

If my response helped, mark as helpful and accept the solution..

[ashwinipingle]

currently how to fix the pending approvals? The workflow modification that you suggested - will it apply to current approval records?

[yashkamde]

Yes it will be applied to the approvals records which are associated with the same flow.

and about the pending approvals, if they are not approve within your desired time the approvals will be redirected as per the below step I attached to my response..

[GlideFather]

Hi @ashwinipingle,

there's ootb Delegation for this. Or you can set a group of approvers where a single one is sufficient to approve it.

But if you have a configured approval logics and there's a pending approval from Approver A, changing it to Approver B or adding the B as an extra Approver on top of Approver A, that will just not work. Or at least when I tested the last time.

All the background processes are associated with the original approver. And I remember situation when many RITMs were pending approval from a person who already left the company. If you removed that approver and added a new one, the approved approval had no effect. Workaround we used was to add a new approver (B), when the Approver B approved, then the original approval must have been manually approved by admin.

Another thing was to cancel the whole thing and request it again after the approval metrics was updated. 

TLDR: impossible to change it for pending approvals... as of late 2024. You can retest it when you will have time for that 😛

[ashwinipingle]

Dear all, Thanks a lot for your responses.

We could change the approver using the classic pm_project UI, in the approver section we could change. The email also got triggered to new user. The new user could open the approval page and Approve. However this approval did not work towards forwarding the workflow to the next step - i.e. even after the new replaced user Approved, the flow remained in the same step. Hence we decided to handle this by temporarily activating the inactive user, and approving on his behalf by communicating with the current approver and recording it in comments.