Copy pending actions to a new approver

Owned by Knowledge Assistant
Aug 18, 2022
1 min read



Description of Issue

A new user has been promoted to a workflow approver and needs to be able to approve existing pending actions



Context

  • Workflow Administration

  • Pending Actions



Cause




Resolution

Existing pending actions can be copied to include new Approvers in Pending Actions (Administration Mode)

Munis > System Administration > Workflow Administration > Pending Actions (Administration Mode)

  1. Search for the existing pending action

  2. Click Copy in the top ribbon

  3. Select the Approver from the dropdown menu

  4. Enter the step number for the copied pending action

  5. Click Accept



Additional Information

Copying pending actions does not create or alter existing workflow business rules.

Existing workflow that has a status of Active cannot be copied.