Big Idea or Enduring Question:

How do you Auto-Populate Delegated Approver Field on a New User Record?

Objectives:

After reading this blog post, the reader will be able to:

•  Create a Process Builder and Flow to auto-populate the delegated approver field for new users.

Business Use case

Warren Mason is working as a System administrator at Universal Containers (UC) received the following requirement – On a New User’s record, auto-populate the User’s Manager as a delegated approver.

Automation Champion Approach (I-do):

The delegated approver is an alternate approver. If populated, this user receives the same approval requests as the original approver. Delegated approvers don’t have the ability to reassign approval requests – they can only approve or reject approval requests. 

Assigning a delegated approver comes in handy when a User is out of office. In such circumstances, a delegated approver, designated by the User, can approve requests on behalf of the User. However, if the Users forget to configure delegated approvers/administrators then, this would delay approval of requests, if and when, they are out of office. A User can select a delegated administrator/approver by navigating to his/her personal settings.

In this article, we will discuss how to automate the process of auto-populating a new User’s Manager as a delegated approver. There are multiple solutions possible for the above business scenario.

You can either use an Apex trigger, Flow, and a few more. We will use Flow and Process Builder to solve the above business requirement. 

Before proceeding ahead, you have to understand the User object. It Represents a Chatter user profile.

Before discussing it, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it. Let’s begin building this automation process.

Guided Practice (We-do):

There are 2 steps to solve Warren’s business requirement using Flow and Process Builder. We must: Read the rest of this entry!