How an change request approver can delegate that approval to "requested by" manager

VIKAS MISHRA
Tera Contributor

Is it possible that that approver of change request can transfer/delegate that approval to "requested by" user's manager, if yes then how. 

3 REPLIES 3

Medi C
Giga Sage

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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Viraj Hudlikar
Giga Sage

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.

Dr Atul G- LNG
Tera Patron
Tera Patron

HI @VIKAS MISHRA 

Yes, it's 100% possible, but the catch is that only the approval gets initiated for new record. There are two plugins:

  1. Delegate (OOTB)
  2. 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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