Replace approver when current approver becomes inactive

[richardhofing]

We have a situation where the approver for a given record (change, request,etc) becomes inactive (leaves the company). We need to replace the inactive approver with someone who is active, otherwise the approvals sit in the system and never get approved.

My thought is to do this with a business rule that is fired when the Active flag on the user profile changes to False. The BR would then look for all approval records where the approver is the now inactive user.  This is all easy to do, but replacing the old approver with the new, that I not sure how to do. Can I simply delete the old record and insert a new approval record in the approval table?

Ric

[Ankur Bawiskar]

Hi Richard,

No need to delete the older approval record, just the approver user field you can change and populate with the newer one.

Mark Correct if this solves your issue and also mark Helpful if you find my response worthy based on the impact.
Thanks
Ankur

[richardhofing]

Hi Ankur, so are you suggesting that, using a gliderecord in my business rule, I just change the name in the Approver field to the new approver? Will this send (resend) the notification to the new approver as well?

Ric

[Ankur Bawiskar · Accepted solution]

Hi Richard,

You need to test this, if the notification is configured on update as well then it should trigger.

If email doesn't trigger then 2 options:

1) either create new record with new approver

2) update notification condition to trigger for update as well

Mark Correct if this solves your issue and also mark Helpful if you find my response worthy based on the impact.
Thanks
Ankur

[richardhofing]

Thank you Ankur! This is really helpful.

Ric