The Create Link can be set up with Requester Selects Approvers Approval Rule.
Using this option you can achieve the following:
1). The user submitting the folio through a Create Link for approval can select who from the approvers pool should be the approvers for the current approval. (For example in the below screenshot if user only select Declan and Elizabeth than for this approval either Declan or Elizabeth will need to approve the Folio)
2). In certain scenarios, when submitting a folio via a Create Link, you may prefer not to display the 'Person Responsible' field. Instead, you may want the selected approver(s) to automatically assume the role of the person responsible for that particular folio. To achieve that you can set the visibility of the Person Responsible field to “Hidden” in the Stage 1 of the workflow and set up Requestor Selects Approvers Approval Rule.
After completing the necessary fields on the folio form, upon clicking the Submit button, the user will be directed to the Receipt screen. This screen will display the Reference Key and Title, confirming the successful submission of the folio. Subsequently, the user will encounter the Select Approvers pop-up screen, where they must choose the appropriate approvers to proceed with submitting the folio for approval.
After choosing the approver(s) and confirming the selection by clicking the Confirm button, the selected approver(s) will assume the role of the Person Responsible for the folio. Subsequently, the folio will be submitted to them for approval.
In certain scenarios, users filling out the folio form may overlook selecting approver(s) due to reasons such as accidentally closing the tab/browser after clicking the submit button or leaving the tab open but forgetting to choose approver(s). In such cases, Folio will place the Select Approvers task in the user’s To-Do list as a reminder, prompting them to select the necessary approvers for the submitted folio form.
Also the user will get a reminder email if he does not select approvers within 5 minutes after submitting the form.
The user has the option to choose approvers by either clicking the Select button on the To-Do List or the Select Approvers button in the reminder email. Clicking the 'Select Approvers' button in the email prompts the user to log in (if not logged in already) and directs them to the Folio home screen, displaying the 'Select Approvers' pop-up screen for approver(s) selection.
If the approvers are still not chosen, the user will continue to receive reminders in their Daily Digest email under the 'Overdue' section until approvers are selected for the folio submitted without them.