Perform Guided Task Flow to Mass Replace Approvers or Assignees

You can use the guided task flow to perform a mass replacement of an approver or assignee. To do this, you must have the necessary permissions granted through the access control list, along with additional workflow controls.

Here's how you replace approvers and assignees:

  1. Navigate to the Product Management work area.
  2. In Actions click Guided Tasks.
  3. Select the task configured by your administrator for replacing approvers or assignees.
  4. Select replacement user.
  5. Search for and select the user (approver or assignee on the workflow object) you want to replace and the replacement user.

    You'll be prompted to select the user you want to replace and the user that you want to replace it with (that's the replacement user).

  6. Select one or more workflow objects from the result.

    You can view the list of workflow objects where the user is being added as an approver or assignee. You can choose one or more workflow objects for which you want to perform the replacement. You can further refine your search by filtering the results of the where used query. You can view the total number of workflow objects returned based on the query.

    Note that only workflow participants associated with the current status are displayed, and replacements can only be made within this status. Additionally, the current status must be Open, Interim Approval, or Approval. Replacements can’t be made if the status is Draft, Scheduled, or Complete. Similarly, assignees can be replaced only when the workflow status is Open, Interim Approval, or Approval.

    For example, if you're trying to replace John Doe, who's an approver in the Approval status, the replacement won't take place if the current status of the change order is Open. The replacement can only occur once the change order has reached the Approval status, and you run this guided task at that point.

  7. Review and submit.

    You can review and submit the task for replacement.

  8. View replacement status.