Use the Reassignment page to reassign approval requests from one user to another. When a user is unable to approve for a short period of time, you may want to reassign requests temporarily from the Temporary Reassignment section. If a user is no longer able approve at all, you can assign requests permanently from the Permanent Reassignment section.
Note: If you try to reassign Request A from User 1 to User 2 when both users are required in the same stop, the reassignment does not happen until User 2 has approved the request. When User 2 approves Request A, TeamConnect reassigns the same request from User 1 to User 2, and User 2 must approve again.
Note: Avoid including reassignment entries that create a circular logic and assign the same request back to the original assignee. For example, if you have a reassignment entry that reassigns Request A from User 1 to User 2 and another entry that reassigns Request A from User 2 to User 3, an entry that reassigns Request A from User 3 to User 1 creates a circular logic that does not end until you delete one of the entries.
1.Click the My Workflow Processes page using the hyperlinks in the My Workflow Processes portal pane or by selecting Workflow Processes from the All drop-down list on the tab bar. 2.Click the Reassignment link in the left pane. 3.From the Temporary Reassignment section, enter information for a reassignment entry. Refer to the Temporary Reassignment table for more information about these fields. 4.Click Add to save the request. |
1.Click the My Workflow Processes page using the hyperlinks in the My Workflow Processes portal pane or by selecting Workflow Processes from the All drop-down list on the tab bar. 2.Click the Reassignment link in the left pane. 3.From the Permanent Reassignment section, enter information for a reassignment entry. Refer to the Permanent Reassignment table for more information about these fields. 4.Click Add to save the request. |
Conflicting Reassignments
If two reassignment entries conflict, TeamConnect applies the first entry added, which is the first entry in the table.
According to the previous image, TeamConnect reassigns all requests to User 5. If you want TeamConnect to reassign invoices until 11/15/2013 to User 6, delete the first entry and enter it again to change the order.
According the previous image, TeamConnect reassigns in the following way:
•Invoices reassign to User 6 until 11/15/2013.
•Invoices reassign to User 5 from 11/16/2013 to 11/22/2013.
•All other objects reassign to User 5 until 11/22/2013.
Note: If the entries that conflict are in the two different reassignment tables, you cannot tell which entry you added first from the Reassignment page. Check the Workflow page of a record to determine the first reassignment entry.
Field
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Description
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Assign From
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The name of the user whose approval requests are being assigned.
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Assign To
|
The name of the user who is being assigned to the approval requests.
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Record Type
|
The type of records that you want to reassign. Only record types with active approval requests appear.
|
Start Date
|
The date when you want the requests to start reassigning. If you want all requests to reassign immediately, you do not need to select a date.
|
End Date
|
The date that you want TeamConnect to stop reassigning requests.
|
Reassign
|
The field that specifies whether reassigned requests return to the original assignee after the End Date. Place a checkmark in the check-box to specify that the requests return.
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Add
|
The button you click to add the reassignment entry.
|
Cancel
|
The button you click to clear the reassignment fields or cancel your changes to a reassignment entry.
|
Action
|
The column that includes the following actions:
•Click the  button to edit the reassignment entry. The fields above the table populate with the reassignment information. Click Add to save your changes. All workflow requests update with changes you make.
Click Cancel to cancel any updates you have made.
•Click the  button to delete the reassignment entry. If the Start Date of the rule has already passed, the reassigned requests return to the original assignee. |
|
Field
|
Description
|
Assign From
|
The name of the user whose approval requests are being assigned.
|
Assign To
|
The name of the user who is being assigned to the approval requests.
|
Record Type
|
The type of records that you want to reassign. Only record types with active approval requests appear.
|
Start Date
|
The date when you want the requests to start reassigning. If you want all requests to reassign immediately, you do not need to select a date.
|
Add
|
The button you click to add the reassignment entry.
|
Cancel
|
The button you click to clear the reassignment fields or cancel your changes to a reassignment entry.
|
Action
|
The column that includes the following actions:
•Click the  button to edit the reassignment entry. The fields above the table populate with the reassignment information. Click Add to save your changes. Click Cancel to cancel any updates you have made. Click Add to save your changes. All workflow requests update with changes you make.
Click Cancel to cancel any updates you have made.
•Click the button to delete the reassignment entry. If the Start Date of the rule has already passed, the reassigned requests return to the original assignee. |
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