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.
Reminder Notifications After Reassignment
When an approval request is reassigned, the system restarts the reminder notification schedule for the new approver. Any pending reminder notifications associated with the previous approver are closed, and new reminder instances are generated based on the reminder configuration defined for the approval step or rule.
For example, if reminders are configured for days 1, 3, and 5, and the approval request is reassigned on day 2, the new approver receives reminders according to a new schedule that starts from the reassignment date. This ensures that the reassigned approver receives the full sequence of configured reminder notifications and is not affected by the reminder history of the previous approver.
To reassign an approver
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 a role, you can add an approver only after taking ownership of the queue/role assignment.
Select the step that you want to reassign an approver to.
Click the Reassign Approver icon.
The ReAssign
Approver dialog opens.
Select an Approver using the lookup icon.
Note:
Depending on the configuration of your Approvals instance, you may see all available users and queues, or you may be constrained to other assigned approvers and the already-designated queue.
Add a comment. This comment is visible to the reassigned approver in the email notification they receive and in the Approver comments.
Click Save.
The reassigned approver receives an email notification and can
approve or reject a request using the Salesforce org credentials or from within an
email.
