Change Assignment Dialog Box

Use this dialog box to assign an additional employee to the current approval step for a specific record or move the approval assignment from one employee to another employee.

The dialog box applies when you use an approval workflow for an application and the Allow Approvers to Reassign check box has been selected for an approval workflow on the General tab in Configuration > Workflow > Approval Workflows.

The newly assigned employee has the same abilities as the other approvers for the approval step.

After you make and save an assignment change in this dialog box, you see the new assignment for an employee added to the Assignments grid on the Progress tab of the record entry form (such as on the Purchase Requisitions entry form in Purchasing > Purchase Requisitions).

Parent Topic: Screens

Location

To display the Change Assignment dialog box, complete the following step:

On the entry form toolbar of an application that uses an approval workflow, click Approvals > Reassign. For example, click Approvals > Reassign on the Purchase Requisition form in Purchasing > Purchase Requisitions.

The Approvals option displays only if you are an approver for the current approval workflow step or if you are the workflow's administrator. These are specified on the General tab in Configuration > Workflow > Approval Workflows for an approval workflow.

The Reassign option displays only if the Allow Approvers to Reassign check box is selected for an approval workflow on the General tab in Approval Workflows Configuration for an approval workflow.

Contents

Field Description
Add New Assignment Select this option, and then 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 from a list of existing approvers for the approval step.
  • To — Use the Employee Lookup to select another employee who will perform the approval on behalf of the replaced approver.