Temporarily Replace a User

Update your workflow to cover a user out on vacation or leave.

If you use State Managers for automatic assignment, you can easily substitute a different user when needed.

To replace a user:

1. Login as Admin and click on the Admin icon.
2. Click on the Projects link.
3. In the pulldown at the top, select the desired project. The page will be updated to display its properties.
4. In the Forms section, locate the desired form, then click on the Manage link to the right of State Managers.
5. Locate the user to be changed, select the replacement and click OK to save.

Any workflow configuration, email rules or alerts that reference <State Manager> will automatically go to the appropriate user without any further changes.

Re-Assign Records

If you also need to re-assign records to the replacement, this blog post explains how.