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Approval Delegate

  • June 3, 2025
  • 7 replies
  • 128 views

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When adding someone as a delegate for approvals, is it possible to also have the original approver still receive the notifications and approve documents?  

Best answer by kyoung14

Have you considered instead to use Workgroup Approvals?  Then they would see the approvals and be able to approve if they wanted to.

7 replies

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  • Author
  • Jr Varsity II
  • June 25, 2025

Bumping this one to see if we can get a response. The current delegate functionality doesn’t allow for the original approver to maintain oversight or continue to get notifications.


meganfriesen37
Captain II
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Have you tried this option?  But if there’s no delegate, then the main person will get it 2x.

 


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  • Author
  • Jr Varsity II
  • October 22, 2025

I believe this will just update the notification. It won’t update the approver on the document, so the original approver still will not be able to approve. 


kyoung14
Varsity I
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  • Varsity I
  • Answer
  • October 22, 2025

Have you considered instead to use Workgroup Approvals?  Then they would see the approvals and be able to approve if they wanted to.


meganfriesen37
Captain II
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I also only learned this week that based on Help, only the original approver can receive notifications about pending approvals: https://help-2024r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=cf6d1cd1-0601-4a5c-8cad-61e6cc48c9a6


aaghaei
Captain II
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  • Captain II
  • October 23, 2025

I believe in Approval screen there is a “Reassigned” tab that original approver can see their delegated documents there. The delegate can see the assigned documents in My Approval tab of the Approval screen. So both they can see and both can approve.

I didn’t look into the notification code to see to whom it is sent.


kyoung14
Varsity I
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  • Varsity I
  • October 23, 2025

@meganfriesen37  - yes you would need a business event email to notify the members of the workgroup of pending approvals.