Tasks and Approvals 

The Tasks tab contains the tasks configured in the template on which the release request is raised. Under Tasks, you can add, trigger, edit, organize, delete, and close tasks necessary for the release planning. In addition, you can sequence tasks by marking dependency between them.

 

 

To learn how to configure tasks, click here. 

 

The Approvals tab displays the approvals configured in the workflow associated with the release request. Depending on your permissions, you can perform approval actions on the release.

 

 

Approval delegation allows you to assign a user on your behalf to approve a request. After delegating the request, you cannot approve/reject it. However, you can revert the delegation and take action if the approval is pending.

You can delegate approval to only one user.

To delegate an approval, SDAdmins must enable permission under Setup > Automation > Delegation. Click here to learn more.

Delegate Approvals

 

 

 

The backup approver will be notified when the delegated approval is revoked. To configure revoke notification, navigate to Setup > Automation > Notification Rules > Other Notifications. Under delegation notifications, enable Notify backup approver when the delegated approval is revoked.

For Changes and Releases, you cannot delegate or revoke approvals for the crossed stage.

SDAdmins can enable Ad-hoc delegation in the admin settings to allow:

You can also delegate approvals from My Pending Approvals in the header menu and the approval link received via email.