Changing Approvers

Introduction

Functions

For an in-progress workflow record, you can change its approvers at the current node. That is, you designate another one to review the record.

Application Scenarios

If former approvers in a workflow are assigned to other departments, you can change approvers to hand over the work.

Preview

Setting Procedure

Admins and members can change approvers in Manage Data and in the permission set respectively. The followings are the ways to change approvers:

Changing Approvers in Manage Data

An admin can change workflow approvers in Manage Data.

1. Go to Manage Data and click an in-progress record.

2. On the data details page, click Change Approver and then the box under Current Approver of This Node. Then you can select members in Member List. After that, click OK to save your settings.

Changing Approvers in a Permission Set

Besides admins, members with the corresponding permission can also change approvers.

1. Go to Publish > To Members > Add Member, select members, and grant the permission to members in the following two ways:

2. Select the Custom permission and click an in-progress record to change approvers. The way of changing approvers in a permission set is the same as that in Manage Data.

Notes

1. You can increase or decrease the number of approvers when changing approvers. Note that the number should be within the range of 1 to 200.

2. After you change approvers, the former approver's tasks will be canceled and new tasks added for the new approver.

3. You can only batch change approvers in Manage Data.

4. If you change approvers at the following nodes, the number of approvers should not be changed: