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Delegated Approver cannot see anything in the 'Items to Approve' list

Udgivelsesdato: Aug 22, 2024
Beskrivelse

The checkbox on the approval process "The approver's delegate can also approve this request" is checked, and the user has access to the record. However, a delegated approver can`t see anything in the Items to approve list in the home page. The following workaround can be used to see the list of pending approval records.

 

Løsning

Only users directly assigned as approvers can see the records in the Items to-approve list.  During creation of approval process, if the option “The approver's delegate may also approve this request" was selected, the records will not be listed in the items to approve section. To view these records, the following workaround can be used:

Receive Approval Request Emails for Delegated Approvers:

  • Go to the delegate approver User's detail page and click on Edit.
  • Change the Receive Approval Request Emails pick list to if I am an approver or delegated approver.
  • This will allow the delegated approver to get an email sent whenever there is a record in the approval process for which he is the delegated approver.

Create a list view for the records in the approval process:

  • Create a checkbox field on the object for approval and make it read only to users.
  • Make a Field Update on Initial Submission of the Approval Process to check the box (The box will be checked whenever a record is in the process).
  • Make sure to create another Field Update upon Final Approval/Rejection/Recall so that once record exit the process, the box will not be checked.  
  • We can create a list view on the object (ex. Contracts) where the view criteria is Checkbox is equal to true.
  • Now the delegate approver can see a list of records to approve in the newly created List view.
Vidensartikelnummer

000385979

 
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Salesforce Help | Article