Delegated approvers can be used when the original approver can’t respond to approvals, such as during a vacation.
In the user record (who is going on vacation), set the new/alternative user as delegate in the Delegated Approver field.
Whoever(alternative/new user) has been set as delegated Approver, go to this new user record and set the Receive Approval Request Emails as 'If I am an Approver or Delegated Approver' to receive emails on getting Approval Request.
Additionally, there's a checkbox on the Approval Steps on the Approval Process that needs to be checked to allow delegated approver to receive the notification and approve. If this is unchecked, after checking this box the delegated approver will start receiving notifications.
Comments
Post a Comment