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Change the approvers available on a Workflow Form

Workflow Forms are highly customised, so there is no simple fix for this. It requires investigation into a view or stored procedure in SQL. Usually a flag on the user or resource record determines whether someone appears as an approver when approval is driven by a view or stored procedure.

  1. Open **Workflow Forms Designer**.

  2. Select and edit the relevant form.

  3. Click the **Approval** tab.

  4. Select the approval stage that needs updating and click **Edit**.

  5. Identify where the list of users comes from:

    • If the list comes from a set of specific users, add and remove users as required.

    • If the list comes from a stored procedure or view, engage with an Access Consultant who can review the stored procedure or view in SQL, identify how users are flagged as approvers, and provide guidance.

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