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Intervene in Workflows as an App Administrator

An workflow may become blocked if an approver or data entry user is unavailable for an extended period, for example, due to leave or departure from the organization. App administrators can intervene to keep the workflow moving.

App administrators can perform the following actions:

  • Nudge: Send a reminder to the current approver or data entry user.
  • Skip Current Step: Immediately approve the current step on behalf of the assignee. HAP automatically adds a note indicating that the step was approved by an administrator.
  • Replace Current Assignee: Assign the current approval or data entry task to another user.
  • Return: Return the process to the initiator or a previous step.
  • Abort: Abort the Initiate Approval Flow node. The main workflow continues with subsequent nodes.

Prerequisites​

App administrators can intervene when the following conditions are met:

  1. The approval or data entry task must be part of an Initiate Approval Flow node.

  2. Approval process details must be enabled for the worksheet.

Perform Administrative Actions​

Open the record in the worksheet and view its approval or data entry process. From the process details, app administrators can nudge the current assignee, skip the current step, replace the current assignee, return the process, or abort the approval process.

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