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Adding a proxy approver for Requisitions

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Scooter
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8/13/2012 7:16 PM

    We use processflow for requisition approval.

    We need a way for approvers (i.e. users) to add a proxy approver while they are out of office, without giving the users access to LOGAN tables used in ProcessFlow Admin Tools.

    We do not want the users to have direct access to ProcessFlow Admin Tools, and
    we do not want our IT dept. handling proxy approver updates in ProcessFlow Admin Tools.

    Has anyone created such a process that ProcessFlow can route requisitions to a proxy user?
    Thanks for your assistance.

    David Williams
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    Posts: 1127
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    8/13/2012 7:29 PM
      Have I have done in the past is to create a Portal form (modified WFWK.1) using Design Studio to allow approvers to select a proxy approver for vacation coverage. When the approver accessed the WFWK form, a list of their approval tasks was displayed (performed DME call to get this) and we included start and stop dates on the form as well as a place to enter the proxy userid.

      This form then triggered a ProcessFlow that updated the PF admin forms (User, Task, and Category Filter) for the approver who is covering for the regular approver. This allowed the approver to select their proxy approver and the time they would be covering for them.
      David Williams
      Scooter
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      Posts: 83
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      8/13/2012 7:56 PM
        David, thanks for quick reply.  Appreciate the info very much. 
        Kate Liamero
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        Posts: 70
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        8/13/2012 8:20 PM
          Lawson Guru the man and the membership are the best. So helpful and giving of information. Alway such great ideas and work arounds.