This feature allows an approver to reassign an approval step in an active approval process in the Assigned state. For example, if, while approving a request, the Deal Desk concludes that a quote needs to be reassigned to Legal to fix terms and conditions, the deal desk assignee will reassign the request to Legal.
The following limitations and features are supported with the reassign functionality:
Allow user to filter and search the assignees of a type from the displayed list,
Custom assignee search screen for searching and filtering the approvals,
No support for reassigning to queues, roles, or related users.
By reassigning approvers, you can:
Fast track approvals for risk scenarios that do not have predefined automated controls and approval policies for risk mitigation.
Provide input to improve and optimize approval policies over time.
You can reassign approvers from the My Approvals screen. The overall document must be in the Pending Approval status and the selected approval step must be in the Assigned or Reassigned state.
This capability is available for headers and child object approval items. In addition, the capability is available for Conga standard objects as well as any custom object.
Standard Reassignment
One or more approval requests must be assigned to you before you can add an approver. The approval status of the object must be Approval Pending. The approval status of the step to which you want to assign an approver must be Assigned or Reassigned.
Navigate to the object to which you want to reassign an approver.
Click My Approvals.
If you are a member of a queue or role, click Take Ownership of the assignment before proceeding.
Select the step you want to reassign.
Click the Reassign Approver icon.
The ReAssign
Approver dialog opens.
Select an Approver using the lookup icon.
Note:
Depending on your Approvals configuration, you may see all available users and queues, or you may be limited to other assigned approvers and the already-designated queue.
Add a comment. This comment is visible to the reassigned approver in their email notification and in the Approver Comments section.
Click Save.
The reassigned approver receives an email notification and can approve or reject the request using their Salesforce org credentials or directly from within the email.
Reassignment Without Ownership
Use this method to reassign approval requests directly from a queue or role without taking ownership first. Your administrator must enable the APTS_ProfilesAllowedForReassignWithoutOwnership setting for your profile to access this option.
Navigate to My Approvals.
Click the My Queue/Role Approvals tab.
Locate the approval request you want to reassign. The Reassign icon is available immediately and you do not need to click Take Ownership.
Click the Reassign Approver icon. The Reassign Approver dialog opens.
Note:
Depending on your Approvals configuration, you may see all available users and queues, or you may be limited to other assigned approvers and the already-designated queue.
Add a comment. This comment is visible to the reassigned approver in their email notification and in the Approver Comments section.
Click Save.
The reassigned approver receives an email notification and can approve or reject the request using their Salesforce org credentials or directly from within the email.
