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Roopa Sharma (Cognizant) 님이 * Experience Cloud *에 질문했습니다

HI All, 

 

What should be the approval setting when a user goes on holiday? 

 

Suppose User A goes on holiday and does not want to receive any approval emails during that period.

Approval Delegation During User Holiday Absence

 

In this case, 

User B

 should act as the approver on User A’s behalf. Could you please advise what the correct approval settings should be to ensure that approval requests are both emailed to User B and visible in Salesforce during User A’s absence? 

 

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Thank YOu !! 

답변 5개
  1. 8월 4일 오전 8:11

    Hey @Roopa Sharma

     

     

    If user A wants

    ONLY

    emails they are the approver for on holiday, set it to "Only if I am an approver"  

     

    If user A wants ALL emails whether they are an approver or a delegated approver, set it to "If I am an approver or delegated approver" 

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