Background: Within Digital Paper Flow the administrator has the ability to move transactions to the previous or next approver depending on there requirements. The limit of backwards or forward movements is only determined by the amount of approvers within a list. This means that for example the administrator can move an order back to the first approver or past multiple approvers to mark the order as approved.
Context: This feature would predominately be used whenever an order is at a standstill in the approval process and needs to be pushed onto the next approver to continue the workflow.
Once you have logged in as an administrator. Go to the module which you require the order to be moved backwards or forwards. | |
Now go to the Approve or Pending Section and locate the order. | |
Click the record to select it. On the right-hand side in the approval chain you will see the Previous and Next buttons. Click the button for the action you want to perform. |  |
If an approver is to be removed from the approval chain, please follow the standard process shown in the article provided. | |
Once you have saved your changes, go back to any transactions that need to be updated. When you click on it, and there won’t be anyone designated as the (current approver). Click the Next button, and it will move the transaction to the next approver. |