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Last Post by gproxy 5 years ago
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Muhamad Nasir Omar
Posts: 9
 Muhamad Nasir Omar
Topic starter
January 21, 2020 8:52 pm
(@nasir11)
Eminent Member
Joined: 6 years ago

Hi

In acumatica, how we reassign workflow. Example, record already assign to A but need to reassign to B.

Thanks,

Nas


4 Replies
Tim Rodman
Posts: 3195
 Tim Rodman
Admin
February 5, 2020 7:13 pm
(@timrodman)
Famed Member
Joined: 10 years ago

What kind of records are these?

And are A and B employees?


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Muhamad Nasir Omar
 Muhamad Nasir Omar
(@nasir11)
Joined: 6 years ago

Eminent Member
Posts: 9
February 9, 2020 9:03 pm
Reply toTim RodmanTim Rodman

@timrodman

Hi Tim

Example we create workflow with 2 level for Quick Check program. Once preparer prepare the record and tick Hold option, record status will change to Pending Approval. If i want to reassign back to others approval, how we can do that?


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Tim Rodman
Posts: 3195
 Tim Rodman
Admin
February 29, 2020 2:30 am
(@timrodman)
Famed Member
Joined: 10 years ago

I don't think you can change the required approver manually. You'd have to put the document back on Hold, then take it off Hold to trigger the approval workflow again. But the approval workflow rules would still decide who it gets assigned to.


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gproxy
Posts: 10
 gproxy
October 6, 2020 2:47 pm
(@gproxy)
Active Member
Joined: 5 years ago

Hi,

Has anyone figure how to achieve this? Can an employee going out of office delegate approvals?


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Tim Rodman reacted
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