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When a reviewer is unavailable, approval work items can stall a workflow. With Advanced Approval Delegation, reviewers redirect their approval responsibilities to another user, group, or queue for a set period or indefinitely. During an active delegation, delegates receive email notifications and review and act on approval work items on behalf of the original reviewer.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions where Advanced Approvals is enabled |
With Advanced Approval Delegation, reviewers can hand off their approval responsibilities to another user, group, or queue for a set period or indefinitely.
During a delegation, ownership of approval work items stays with the original reviewer, even though the delegate can review items submitted before the delegation began. These examples show how delegation affects approval work item visibility and assignment.
When you submit a quote for approval on January 1 and the delegation period starts on January 2, the delegate can review the previously submitted quote starting January 2. Delegation applies to existing approval work items, not just ones created after the delegation begins.
Approval work items created during an active delegation period remain assigned to the original reviewer. Delegates can view and review these items during the delegation period, but ownership doesn't change.
To find and manage delegation records, use these list views on the Approval Delegation object.
To view approval work items assigned to you as a delegate, use the Delegated Approval Work Items list view on the Approval Work Item object.
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