Manage Substitutes
Workflow Substitutes make it possible to setup workflows where one user can act on the behalf of another user. When creating a workflow, each status tracked workflow step must have a 'Doer' and one 'Responsible'. But what about if one of the user associated with a Doer or Responsible role cannot fulfill the work associated with the workflow? For example, the Responsible is on vacation or similar, and cannot approve the budget for a cost center. Using the Workflow Substitutes function, you can assign another user the same rights as the original user in the workflow.
Access Manage Substitutes by selecting Client administration > Workflows > Manage Substitutes.
Click Add a new substitute at the top left side of the screen. Enter the below information.
Below is a list of available fields:
Field | Description | Example | Note |
|---|---|---|---|
Ordinary User ID | The user that is assigned to a workflow and should be possible to 'substitute' with another user. | ||
The user that should be assigned the rights to act as the ordinary user in the workflow. | |||
Workflow ID | The workflow where configuration of the substitute should apply. | ||
Valid from - to | The from date and to date where the substitute should be able to act as the ordinary user in the workflow. |