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Version: 2023 R3

Step 4: Select substitute

In this step you can choose how substitutions are managed in a process. The step window provides two display modes: advanced and basic.

Basic​

The basic display mode contains general step configuration options.

drex_Wizard_VacationProccessStep4_screen.png

1. No substitutions​

When selected, substitutions are disabled.

2. Single substitute​

When selected, a "Substitute" form field of Person or group type is created in which you can choose one substituting person for all processes.

3. Selecting substitute for every process​

A list of items is created where you can specify a substituting person for each process during the registration of the request. A "Default substitute" form field of Person or group type is added to specify a substituting person for all processes that are not listed on the item list.

4. Advanced​

Some steps provide advanced options. The button allows you to switch between the advanced and basic display mode.

Advanced​

The advanced display mode contains additional configuration options.

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1. Automatic substitution entry​

When selected, the system automatically adds substitutions.

2. Substitution entry by SDK​

A substitution entered by means of an SDK action. Additional configuration is required for this option.