Automatically delegating the approval entry to the Substitute user, when the user is out of office

Modified on Thu, Oct 24 at 8:47 AM

Area: Business Rules

Category: Enhancement

Implemented a new feature allowing users to automatically delegate approval entries to a substitute user when they are out of the office.

Pre-requisite:

Need to make changes in the Fund Accounting Setup:

Created a field labelled “Auto-Delegate Approvals”, which, when activated, will automatically route approvals to the substitute user, when the Approve user is Out of Office.

2. Open User Setup card, go to the Users list page. Select the user, click on Navigate >> Select User Setup card. Need to add the Out of Office From and Out of Office To fields. For example, see the image below. The User VANI is out of Office from 24 Aug 2024 to 30 Sep 2024. Add another user as a Substitute. In our case, let's take the example of User JAMES.

4. When sent an approval request, it goes to James(SUBSTITUTE) instead of VANI.