Document Approval - Substitute

KELLI
KELLI Member Posts: 21
edited 2009-02-04 in NAV/Navision Classic Client
When a user is designated as the Substitute approver, how is it triggered for them? For instance, if the user1 is out and user2 is the designated substitute approver, how is user2 notified that user1 is not available or is not approving?

Comments

  • DaveT
    DaveT Member Posts: 1,039
    Hi Kelli,

    The substitute is setup Approval Setup -> User Setup. This is not workflow to notify the substitute except approval notifications but you would expect the person changing the setup would notify the substitute.
    Dave Treanor

    Dynamics Nav Add-ons
    http://www.simplydynamics.ie/Addons.html
  • crisnicolas
    crisnicolas Member Posts: 177
    Delegate button from forms Approval Entries or Approval Request Entries has to be pushed in order to notify the substitute approver that he has this approval entry to approve.
  • KELLI
    KELLI Member Posts: 21
    Thank you both -
  • meynon
    meynon Member Posts: 11
    If User 1 is out of the country and unable to logon to press the delegate button, who else can do it? No one else has User 1's password to log on for them.
    Can the administrator do it?
    It would be nice if we could could the approval workflow to automatically delegate if an Out of Office email is sent (since NAV uses email notifications in the first place). Is this possible?

Categories