Assign a Delegate in a Workflow
When a change request workflow is stuck, an Admin user or an object stakeholder with edit permissions can help progress the workflow.
A workflow gets stuck due to the following reasons:
- •The responsible user might not be available to complete the action in the active workflow step.
- •A required stakeholder role might be vacant during the life of the change request.
To allow the progress of a workflow, you can add a user to the required role as a delegate of an existing role if the role is vacant. Allow the user take the appropriate action, and approve the step when complete. Then, remove the user from the role for the task. You must add an entry to the Discussion section of the Change Request to record the actions that you take. You can also view the updates to the change request from the History tab of the Change Request.
Note: The workflow can get stuck only during the progress of a workflow. If a user role is vacant, you cannot assign the workflow to a Change Request object .