Forwarding Approval Requests

Casey Rogers

Hi All,

I am developing a system that involves a large workflow of approvals. I have it set up so that the user selects a person for each approval to go to. However, I want to be able to have the person who receives the approval, be able to defer the approval to a superior if it is necessary. I found that forwarding an approval via email does work, however in the system it still documents the approval as if the original person approved it, even though it was approved by the superior. This normally wouldn't be an issue, however for this project accurate documentation is very important. Does anyone know a way that would allow the approval request to be fully transferred to the superior?

Thanks all

AravindGP

Hi @Casey Rogers

A work around would be to use update requests instead of approval actions. This way, the user can change the email address in the approver field from themselves to someone else or use the dropdown in the approval status column to approve or reject. If the approver has access to the sheet, they can change the email and you might need to add a column to do a manual trigger of the workflow to the new approver selected.

Robert Mann

Hi @AravindGP,

I have the exact same issue as @Casey Rogers and update requests are not an option (would prefer not to go into why). Do you have any other ideas for identifying the actual approver in an approval request? Thank you!

AravindGP

Hi @Robert Mann

Unfortunately, no. There is no other way to identify the actual approver.

Robert Mann

Thank you @AravindGP - appreciate the clarification.