Big Idea or Enduring Question:
How do you Auto-Populate Delegated Approver Field on a New User Record?
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.
|DelegatedApproverId||Id of the user who is a delegated approver for this user.|
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.