Contents of the Change Assignment Dialog Box

Use the fields and options on the Change Assignment dialog box to assign or move approval tasks to employees.

Field Description
Add New Assignment Select this option and use the Employee lookup to add another employee to the current approval step for the record.
Move Assignment Select this option to replace an existing employee who is assigned to the approval step with another employee.
  • From: Use the Employee lookup to select an existing approver for the approval step.
  • To: Use the Employee lookup to select another employee who will perform the approval on behalf of the replaced approver.