ApproveCustomerSubstitute

This notification is used to control the creation of customers.

It is triggered when:

  • Approval hierarchies are used for customers. A substitute approver is specified.
  • A customer is created and submitted.

This notification in turn triggers the Approve Customer (Substitute) To-Do.

Recipient

The Approve Customer (Substitute) To-Do is received by the following users:

  • The user defined as substitute approver in the approval hierarchy. However, the To-Do disappears if the approver approves the customer first.

Workspace

The Approve Customer (Substitute) To-Do directs the recipient/s to the Customer workspace.