When a reviewer is unavailable, approval work items can stall a workflow. With Advanced
Approval Delegation, reviewers redirect their approval responsibilities to another user, group,
or queue for a set period or indefinitely. During an active delegation, delegates receive email
notifications and review and act on approval work items on behalf of the original
reviewer.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions where
Advanced Approvals is enabled |
With Advanced Approval Delegation, reviewers can hand off their approval responsibilities to
another user, group, or queue for a set period or indefinitely.
During a delegation, ownership of approval work items stays with the original reviewer, even
though the delegate can review items submitted before the delegation began. These examples
show how delegation affects approval work item visibility and assignment.
Example: Review Approvals Submitted Before a Delegation Starts
When you submit a quote for approval on January 1 and the delegation period starts on
January 2, the delegate can review the previously submitted quote starting January 2.
Delegation applies to existing approval work items, not just ones created after the
delegation begins.
Example: Approval Work Item Assignment During an Active Delegation
Approval work items created during an active delegation period remain assigned to the
original reviewer. Delegates can view and review these items during the delegation period,
but ownership doesn't change.
Find and Manage Delegation Records
To find and manage delegation records, use these list views on the Approval Delegation
object.
- Approval Delegations from Me: Shows delegations that you set up.
- Approval Delegations for Me: Shows delegations where you're the designated
delegate.
- All Approval Delegations: Shows all delegation records in the org.
To view approval work items assigned to you as a delegate, use the Delegated Approval
Work Items list view on the Approval Work Item object.
