I have couple of requirements related to approval process, Can someone throw some light on these on how I can achieve them?

   1. Need to add a second approver to an existing approval process
   2. Display the item waiting for his approval, in items to approve
   3. Send a reminder email notification every Monday of the week to both manager and delegate, if it is still waiting for approval.

 

I thought adding a sharing rule for the new delegate through API and it will allow him to see the request and approve the request.  But this allowed us to only see and edit the request and not getting displayed under his items to approve section for his approval. (I tried this by adding him manually to an existing request).

  

Here is the use case.

    * A request req_123 is created and submitted to manager "mngr" through approval process and it is in "Pending Approval" status.
    * Manager adds a delegate "dlgt" (we are using a custom object to maintain delegates.  We are not using the delegate field of standard User object, as it is possible that the manager can have one delegate for each custom application.) to approve the requests on his behalf.
    * Now both the manager "mngr" and delegate "dlgt" should be able to see the request req_123 on their home page under "items to Approve" section (also in the approval section of request details screen).  If one of them approves the request, the request is marked as approved.
    * Monday of everyweek a scheduled job runs and resends the email notifications to both manager "mngr" and delegate "dlgt"? for the requests  with the status "Pending Approval"

I greatly appreciate your help in identifying solution(s) to the above tasks.  Thanks in advance for your help.

 

Regards,

Gangs