I. Intro

Who can perform these steps: Primary administrators and administrators with Approval permissions.

When designing approver steps, administrators can choose whether to allow approvers to transfer or return approval requests and add or remove approvers.

Transfer: Transfer the current approval request to another person. When the approver is not in a position to process the request, they can transfer it to someone else.

Add approver: Add other approvers to the request. When the approver is unable to make a decision, they can add other approvers for assistance.

Remove approver: Remove the newly added approvers from the approval request. If the approver added another approver by mistake, they can remove the new approver they've added.

Return: Return the process to a previous step for re-approval. When the approver finds something wrong in the previous step, they can return the process to that step.

II. Steps

You can configure whether or not approvers can transfer or return approval requests and add or remove approvers.

Open the Approval admin console and click Create Approval or the Edit icon to the right of an existing approval.

Go to Process Design, then click an approver step to bring out the details pane.

Click Operation Permissions, then select the actions you want to allow:

Allow transferring requests: The approver can transfer approval requests to others.

Allow adding/removing approvers: The approver can add other approvers and remove the same approvers.

Allow returning requests: The approver can return approval requests to a previous step.

Note: The following three options are selected by default and can be deselected as needed.

Finish other settings as needed and click Save, then click Publish.

When the administrator selects the above options, approvers can find the corresponding options in the request.

III. FAQs