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Feature Request FR-3796
Product Area Workflow
Status ROADMAP

8 Voters

Reassign an approvals component task to a different initiator

jessica_reed Public
· May 15 2024

Idea Summary
Allow a submitted approvals component task to be reassigned to a different initiator, so they can perform tasks like submit clarification, cancel, etc.

Use Case
Right now, a task gets stuck if clarification is requested when the initiator is out of the office or leaves the organization.   Reassigning would allow someone else on the initiator's team to keep it moving forward.

Preferred Solution (Optional)
Ideally, this would work similarly to ‘delegate’, and would allow the current initiator or a business admin to choose the new initiator.

This is planned for a future APEX release.

Comments

Comments

  • doug.gault OP 1.3 years ago

    100%. We have situations whereby the initiator might not have the information needed. Often it needs to be delegated to a contract admin or contract owner. 

    A situation like “Potential Owners”  would be ideal. Any one of the people in the list of “Potential Responders” could submit information.

  • ralf.mueller APEX Team OP 1.2 years ago

    Hi @jessica_reed , @doug.gault , we are looking into this one and added the idea to the Workflow roadmap. Thanks for bringing this up.

    Regards,

    Ralf

  • jessica_reed OP 1.2 years ago

    @ralf.mueller  that's great news, thanks!