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.
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?
Thank YOu !!
5 answers
Hey @Roopa Sharma
If user A wants
ONLYemails 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"