Unassigned Approvers
You can set a member as an approver for a work flow step even if they are not assigned to the entity or work flow. There are two configuration settings for this functionality: a setting on the member record, and a setting on the work flow step. This functionality can be used in conjunction with the Run Scheduled Job As field on a scheduled job to automate approvals on work flows.
Unassigned approvers appear in the Approvers column of the Work Flow tab. When you click Reassign or Admin Reassign links on the Work Flow tab, unassigned approvers are listed in the Approver Details section. They are listed below the Unassigned Member Approver field label and are read-only. Unassigned workflow approvers are not listed in the Approver(s) field.
Note:
Before deactivating or deleting a member, you must remove them as unassigned approvers for any work flow steps. You must also remove them if you want to clear the Unassigned Workflow Approver check box on their member record.
You can configure this setting via import using the Member.IsUnassignedWorkFlowApprover Boolean field.
Important!
Unassigned approvers must have delete-access to the entity and the budget column to be able to successfully complete approvals.
To set a member as an unassigned approver:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Manage Members / Contacts link in the Member Administration column.
The Manage Members / Contacts page opens.
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Click Edit link in the Actions column of an existing member.
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Select the Unassigned Workflow Approver check box in the Member Details section of the window.
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Click Update.
This functionality is only configurable on form steps.
To configure a form step to accept unassigned approvers:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Manage Work Flows link in the Company Administration column.
The Manage Work Flows page opens.
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Find and expand the work flow you want to configure.
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Click Edit link in the Actions column of the form step you want to configure.
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Select the unassigned approver you want to use from the Allow Unassigned Approver field.
This setting is in the Requires Approvers section of the window. Only members who have the Unassigned Workflow Approver setting enabled on their member record appear in this field.
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Click Update.
Configure member