User Approval + Manual Approval

Kyu Min
Kilo Guru

Hello all,

I have a request to add a manual approver in case that the requestor's manager is on leave and cannot approve.

I'm using the Approval Coordinator for the manager approval and the manual approval.

But when adding the a manual approver and he approves it, the WF is not moving forward, is waiting for the manager's approval, even though I have set the Approval Coordinator to move forward at the first approval or rejection of any child approvals.

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Any ideas of what am I missing?

Thank you for your help.

1 ACCEPTED SOLUTION

Stefan K_
Tera Expert

Actually, I think this would work (didn't test tough):

1. Remove the approval coordinator
2. Keep the manager approval as first activity
3. Add a manual approval activity after the manager approval

Now, your manager is off so you do the following:
- Press the "Edit" button on approvals related list to add an approval for selected user (make the edit button visible if not yet) and set state to "Requested"
- Cancel the manager approval manually

I expect the workflow moves ahead from manager activity to manual approver and waits there for the new manually added to be approved/rejected/cancelled.

View solution in original post

12 REPLIES 12

Hello Alejandro,

The "Assess" state is for Change Request. I'm working on Requested Item.

Thank you anyway.

Stefan K_
Tera Expert

The workflow is "locked on" to the approval records it created by their sys_ids. It doesn't see or care if you go manually adding new approvals. 

In this case you could create a delegate record on the behalf of the manager who is on leave and the delegate can do the approval without causing issues in the workflow.

Hello Stefan,

Thank you for your input.

I presented presented that to the requestor team but they don't want the user to delegate the approvals. Unfortunately, I can't use this option.

Thank you for your help.

abhijitkhewale
Mega Expert

Hi Kyu,

This can be achieved by clicking "new" button on the approval section of the ticket and then manually select approvers name.

First complete the automated or pre defined approval.

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Hello abhijitkhewale,

Thank you for your reply.

When I click on "New" button, it opens a form to create a new user, so it's not useful in this context.