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Setting up two levels of approvers

Last post 06-11-2012, 11:13 AM by ctoper11. 3 replies.
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  •  06-08-2012, 10:20 AM 23357

    Setting up two levels of approvers

    I have a client that has two groups Client Local and Client Global. Client Local does all of the approving for the workflow I set up. But in some instances they want to be able to have the ability to have Client Global approve an item rather than them.So they wanted an option in the approver email that would allow them to pass along the item approval to Client Gloal. I know in 2010 you can use flexi task to accomplish this but not sure how it can be done in 2007.

     Thanks in advance

  •  06-08-2012, 5:13 PM 23368 in reply to 23357

    Re: Setting up two levels of approvers

    Hi ctoper11,

    you can use delegation where the Client Local and delegate their task to a Client Global.

    Or you can have a Task Reminder and after a number of reminders, escalate the task to a Client Global user.

  •  06-11-2012, 1:39 AM 23391 in reply to 23368

    Re: Setting up two levels of approvers

    I too was facing this similar issue but i managed to solve it just because of the guidelines you provided..Thanks for sharing it..
  •  06-11-2012, 11:13 AM 23396 in reply to 23368

    Re: Setting up two levels of approvers

    That worked perfectly, thank you Vadim.
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