Dynamics 365 Articles

Delegate your Item Workflow Approval – HELP I’m GOING ON ANNUAL LEAVE

NOTE: THIS ARTICLE DETAILS DELEGATION OF APPROVAL (OF WORKFLOW ITEMS) NOT DELEGATION OF ENTERING REPORTS (TIME SHEETS, REPORTS ETC.) ON YOUR BEHALF.

Finally the time has come, you’ve counted the days down, you’re going on Holiday – you can feel the golden sand in your toes and just about taste the cocktails on your lips. BUT, WAIT!!!!! Who’s going to approve the Time-sheets/Purchase Orders/Invoices/Expense/General Journals & more, ah yes my oppo at work will sort this for me – now how do I delegate?

Well this is easy, the article below will walk you through how to assign all your workflow approvals or particular ones to your colleagues.

Go to your ‘User Options’ by selecting the cog in the top right hand corner of the screen then selecting ‘User Options’:

Then select ‘Workflow’ from the navigation. From here you’ll be able to see your workflow notifications setup and the ‘Delegation’ configuration, BOOM you’ve struck gold! This is where you can setup who will approve all your items.

To set up the delegation, select ‘+Add’, now the first step is to select at which level:

  • All- all items are delegated to the selected worker
  • Module- select a module within Dynamics 365 for Operations for all associated workflows (please note these are still slightly segmented so read the description)
  • Workflow – select a specific workflow

 

Then select (under the ‘Delegate’ lookup) the Worker/colleague you wish to provide your approval times too.

Then set the start date/time and end date/time.

Now the last, but very important step is to make sure it’s ‘Enabled’:

The only thing to do now is to enjoy your annual leave (or training, sick leave or, or, or…)

 

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