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Batch Changing Workflow Approvers
Batch Changing Workflow Approvers

Introduce how to change workflow approvers in batches.

Updated over 4 months ago

An admin can batch change workflow approvers in Manage Data.


What Does It Look Like?

Go to the app visiting page, and you will notice that the three application workflows have been removed because they are transferred to other members.


How to Change Workflow Approvers in Batches?

Step 1 Entering the Setting Page

In a form, go to Manage Data, select the records for which you need to change approvers, and click Change Approver.

Step 2 Submitting Workflows

Select the Vehicle Application form and submit three – five workflow records.

Then you can view the submitted records in My Tasks.

Step 3 Changing Approvers

Go to the form in which you submitted workflows and click Edit.

Then go to Manage Data, select the records for which you need to change approvers, and click Change Approver.

Select the submitted workflows to change approvers. Former Approver refers to you who submit the workflows. You can select any member as a new approver.

Click OK to batch change approvers. Then you can view the results in Approver History.

Step 4 Viewing Edit History

Click View Edit History to view the approver history. Then you can learn who submitted the workflows in the very beginning.


When to Change Workflow Approvers in Batches?

  • If former approvers in a workflow are inactive, you can batch change approvers, ensuring that the workflow flows smoothly.

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


I have finished reading. 🏆

👉I can't wait to CHANGE WORKFLOW APPROVERS IN BATCHES.

👉I need more HELP in Discord Forum.

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