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In few cases our customer has raised a question that how they can directly send the approving entries to the substitute person. We did some digging and we think it is not possible.

I think some kind of “holiday” calendar for the approver would be useful. So when approver is not there, the substitute person would get the approval request directly. So no need for the administrator user to do the delegation or to wait the minimum 1 day that is given in setup.

Comments or better ideas?
Category: General
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team

Comments

T

An approver workflow substitute would be very useful.

Category: General

T

Approver workflow substitute would be a very good feature to have. Current work around is cumbersome and may lead to long delays in approvals

Category: General

T

I am looking forward to this improvement too. It is strange that Microsoft has this auto delegate function in "Finance and operations" but not in "BC".This improvement will be very useful without changing any workflow.Appreciate if this can be done really soon.Thank you.

Category: General

T

I have created 26 Workflows for a customer needs. They ask me how we can automaticallydelegate some approval user for a period a time without changing the WorkflowUser approval setup and also for 15 Workflows user group. Because we have fixeduser code directly to respect per example 2 approvals for a journal entry. Also, for some Workflow, we have directlyfixed a user to approve. For all those kinds of approval setup,the customer doesn’t want to modify a workflow for a period and impact theprocess if there are some errors or forget to setup them back when the user iscoming back from a vacation per example.  This is not possible to manage all themodifications each time someone is leaving temporarily. There is too muchmodification on workflows for different steps. It would be really appreciated for many customersto be able to manage a Calendar for a user approval instead of modifying Workflowsteps. This could be set for a period of timeto delegate automatically to their delegate user via a calendar workflow setup. Thank you to consider this demand.

Category: General

T

This is one of the basic features for any enterprise solution. Hope it is added soon.

Category: General

T

I was looking for something like this, but seems it is not in the standard.
Please add, thanks !

Category: General

T

Indeed, this is a frequantly asked question by customers why this is not possible...
Please add!

Category: General

T

Approver substitute is needed. Simple reason keep work of Approval Administrators backlog.
And a sophisticated rule could be to intgerate the Microsoft Outlook Calendar and forward to substitute if Approver is Out of Office of any kind. Sickleave is another story to handle.

Category: General

T

this is a good feature which all other workflow system have ,
the user do not usually choose to delegate to some one else , only when the approver is not there he can automatically delegate the record to some one he choose , or even based on holiday calendar

Category: General