Delegate a request for approval

Completed

To prevent records from piling up or otherwise blocking the workflow, the approver and the approval administrator can delegate an approval request to a substitute approver. The substitute can either be a designated substitute, the direct approver, or the approval administrator, in that order of priority. You typically use this feature if an approver is unavailable or unable to approve requests before the due date.

To delegate an approval request, follow these steps:

  1. Select Search (Alt+Q) in the upper-right corner, enter Requests to Approve, and then choose the related link.

  2. Select one or more lines for the approval requests that you want to delegate to a substitute approver, and then choose the Delegate action.

    A notification to approve the request is sent to the substitute approver.