How an change request approver can delegate that approval to "requested by" manager
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03-18-2025 03:33 AM
Is it possible that that approver of change request can transfer/delegate that approval to "requested by" user's manager, if yes then how.
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03-18-2025 03:53 AM
Hi @VIKAS MISHRA,
You can create records as per your requirements on sys_user_delegate (User Administration > Delegates).
If your requirements is to have the delegation created automatically, then I would suggest creating a flow: when a change request is pending approval (State changes to Assess, Authorize), then create a record accordingly in sys_user_delegate. Please make use of Starts and Ends date fields so that users can't be approving on behalf of each other forever.
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03-18-2025 04:19 AM
Hello @VIKAS MISHRA
I am not sure what use case you have here. Also, if delegate is created in this case, it will route all approval for user which has come in to delegate user.
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Thanks & Regards
Viraj Hudlikar.
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03-18-2025 07:09 AM
Yes, it's 100% possible, but the catch is that only the approval gets initiated for new record. There are two plugins:
- Delegate (OOTB)
- Granular Delegate (comes with a plugin)
In both cases, you can define the delegate relationship, and when a new change is raised and the approval trigger is activated, it will be sent to the delegate as well. However, delegation will not work for already raised changes or records."
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Dr. Atul G. - Learn N Grow Together
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