How to forward the approvals to another user from portal view

[Sri56]

Hi Team,

#approval

#service_management

I have a requirement, where i need to forward the approval to another approver.

ex: approver 1 is not willing to approve...then he/she can transfer the approval to approver2 from the portal view.

Can anyone can explain like if we can able to create a widget for this to handle from portal view?

Please help!

Thanks,

Sri

[Vaibhav127]

Hi Sri56,

You can create a button on your approval record in portal. On click of that button call a function that will update the database.

1. You can change the approver of the existing approval record and update the work notes in the parent record, approval forwarded.

2. You can keep the current approval and create a new approval record.

3. You can change the state of current approval to cancelled/no longer required (try and use setworkflow(false) so it does not move forward the flow) and create a new approval.

[Sri56]

Hi Vaibhav,

Can i please get the code for this?

Please help!

So far, cancel thing is working fine.

We just need to write a code to forward to another person.

Thanks,