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            Reassign an Approval with Advanced Approvals

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            Reassign an Approval with Advanced Approvals

            Keep the approval process moving by reassigning an approval to a different approver. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and later

            Users can take action on an approval if they meet at least one of three requirements. When you reassign approvals, make sure that the recipient approver has at least one of these requirements.

            • The user has an active Modify All Data permission on their profile.
            • The approval has been assigned to the user's approval group.
            • The user has been populated in the approval’s Assigned To field.
            1. From an approval record with a Requested status, click Reassign.
              Advanced Approvals shows the Reassign page.
            2. In Reassign To, provide the user record for the new user who approves the requested record.
            3. Click Reassign.

              The approval record changes its Assigned To field to the new approver.

              Note
              Note You can also reassign approvals in bulk via the Replace button on an Approval record.
             
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