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Automate Your Business Processes with Salesforce Flow
Reassign an Approval Work Item

Reassign an Approval Work Item

Reassign an assigned approval work item to a different user, group, or queue. You can reassign an assigned work item for an approval orchestration that’s still in progress.

Required Editions

View supported editions for Flow Approval Processes.
User Permissions Needed
To reassign an approval work item: Approval Admin
To complete assigned work: Run Flows

Open the Approvals App

Use the Approvals app to reassign an approval work item.

  1. On the navigation bar, click App Launcher icon.
  2. In the search box, enter approvals, and then select Approvals.
    The Approvals app opens.
  3. On the Home tab in the Approvals app, click the Review My Approval Work Items tile.
    The Assigned Approval Work Items list view opens.
  4. To see available assigned approval work items, from the dropdown list, select Assigned Approval Work Items.
    Note
    Note The items shown in the list view depend on your access. If you don’t have access to see all approval work items, only approval work items that are currently assigned to you or that you completed are shown.

Reassign an approval work item.

Open the Approval Work Items List View

Use the Approval Work Items list view to view all approval work items.

  1. On the navigation bar, click App Launcher icon.
  2. In the search box, enter approval, and then select Approval Work Items.
  3. To see assigned approval work items, from the dropdown list, select Assigned Approval Work Items.
    Note
    Note The items shown in the list view depend on your access. If you don’t have access to see all approval work items, only approval work items that are currently assigned to you or that you completed are shown.

Reassign an approval work item.

Reassign an Assigned Approval Work Item

Reassign an assigned approval work item to another user, group, or queue. You can’t reassign an approval work item that’s been completed.

Note
Note

You can't reassign approval work items from approval steps that require unanimous approval. If a group member or their delegate can't complete their child approval work item, an admin can complete it on their behalf.

  1. From the dropdown list for the relevant assigned approval work item, select Reassign.
  2. In the Reassign Approval Work Item window, select the assignee type and then click Next.
  3. Select the new assignee, and then click Next. If no options are available, click Back and select a different assignee type. Or cancel the reassignment.
  4. Enter comments for the reassignment and then click Reassign.
 
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