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Vineeth VVineeth V 

Delegate approval process

We have two levels of approval process, one when the Sales rep submitted opportunity it goes the respective manager, and then the second level to deal desk. I need to delegate a user (not an admin) also get the access to first level process to approve them if the respective Sales reps manager out of office. 

Vineeth
Best Answer chosen by Vineeth V
xin yangxin yang
You can have the approver user go to "my setting" and fill the delegate approver.

用户添加的图片
and set up as below,
用户添加的图片

Then go to the setup, approver process,  1st step, check the checkbox "the approver's delegate may also approve this request."
用户添加的图片


Also for the delegate user, should also setup the approver settings to if i am approver or delegate approver.

Btw, for delegate approver, pending items will not appear in the outstanding approval items list in the home page.
 

All Answers

xin yangxin yang
You can have the approver user go to "my setting" and fill the delegate approver.

用户添加的图片
and set up as below,
用户添加的图片

Then go to the setup, approver process,  1st step, check the checkbox "the approver's delegate may also approve this request."
用户添加的图片


Also for the delegate user, should also setup the approver settings to if i am approver or delegate approver.

Btw, for delegate approver, pending items will not appear in the outstanding approval items list in the home page.
 
This was selected as the best answer
Vineeth VVineeth V
Thank you Xin Yang