My workflow has three approval stages, If Approver A approves, Approver B gets notified, same with Approver C. Our business requirement is,
This is how, each of my Approval stages are configured,
Can someone help ?
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If the person goes on vacation, they can setup a delegate for their tasks. If you click on your name in the upper right hand corner of a site, then select the Nintex menu, you'll see an option for task delegation. You'd just need to teach the users to do that when they go on vacation.
On second thought, if you use the Assign Flexi-Task that will help you with both your issues. You can set up a number of reminders at intervals like you're wanting. You can also setup an escalation process. So if someone doesn't respond to a task after a certain time period, it could be delegated to someone else.
This is really cool. Just confirming, this is what you're speaking about, right ?
Will this be automatically turned off after the specified time ? (or) User just need to delete this delegation, once they are back ?
Many thanks for this suggestion.
Yes, that's what I'm referring to. If you click on "Task Delegation" you'll see that you can set up time intervals. So someone could even pre-plan a delegation time.
Yes, I was able to figure out delegation time. What if, the user wants to turn off his delegation ? Do they need to delete this (or) will it be expired after 'Until the end of' date ?
Unfortunately the default Flex-Task reminders only allow for a static time period. For your scenario you would need to configure an alternate way for the daily reminders. The easiest way would be to create a site workflow that queries your task list for any outstanding tasks that are more than 3 days old, and then send those people assigned to the task a reminder. You can schedule that workflow to run every day at a specific time.