Issue with Delegation in Approval Workflow

[sabyasachi1]

Hi Team,

We are using a workflow where a user's request goes to their manager for first approval. If the manager does not respond within 30 minutes, the request escalates to the manager's manager. However, if the manager's manager is unavailable and has set up a delegate for a certain period, the request should be assigned to the delegate instead of the manager's manager during that period.

Despite having created the workflow correctly and setting a delegate for the manager's manager, the request is still being assigned to the manager's manager after the 30-minute escalation, rather than to the delegate.

Please let us know if there is any solution to this issue.

Regards,
Sabyasachi Mohanty

[NM]

@sabyasachi1 can you check if delegate user sees the pending request in request approval page??

[sabyasachi1]

Hi @NM , 

The delegated user can see the request on the approval page.

[rushikeshvartak · Accepted solution]

• Request will not be assigned to delegate.
• Delegate and managers manager both can act on request

[sabyasachi1]

Hi @rushikeshvartak , 
The request is not assigned to the delegate user but he can act on that request. 

but Can we use the custom assignment in the workflow to assign the request to the delegate user of that manager's manager? If possible please let me know.

[rushikeshvartak]

Yes you can use custom assignment block with custom query to find active delegated user manager 

[rushikeshvartak]

Use below query in custom assignment block

select
delegatedUserManager.userkey
from delegates d,
USERS delegatedUser,
USERS delegatedUserManager
WHERE delegatedUser.USERKEY = D.DELEGATEUSERKEY
AND delegatedUser.STATUSKEY = 1 AND DATE(D.ENDDATE) >= DATE(NOW())
AND delegatedUserManager.userkey=delegatedUser.manager AND D.userkey = ${user.id}

[sabyasachi1]

Hi @rushikeshvartak , 
Here we want to find the delegate user of the manager's manager. From your query, we can find the delegate user of the manager. Finding delegate user for the manager's manager could be very helpful if it's possible. Here we dont use " DONOTDISTURBDELEGATE" block. 

[rushikeshvartak]

What if there is no delegation for manager's manager it will go to admin for approval

[amitasingh123 · Accepted solution]

@sabyasachi1 refer the link https://forums.saviynt.com/t5/identity-governance/how-to-send-approval-to-the-manager-s-manager-s-de...