Search and replace

To replace a user in an approval matrix, you can use the Search/Replace feature. This feature applies to the latest version of a matrix and can be used on matrices that are active or inactive. This feature cannot be used while a matrix has the Pending Approval status.

To replace a user:

  1. Open the details view of the matrix to edit and click the Definition tab.
  2. At the upper-right corner of the matrix, click Replace.
  3. Specify this information:
    Find User
    The drop-down list in this field contains the user identifiers that are used in the Distribution column of the current matrix.
    Select one value. The matrix view shows all the rows where distribution to this user is specified.
    Replace With
    Select the user identifier for the replacement.
  4. Click Replace to apply changes, or click Cancel to abort this operation.
  5. If you made changes, save and submit the matrix for approval.
    After the updated version of the matrix is approved, the replaced distribution user is used the next time the matrix is started from a workflow.