OK I can set the role using this method, but am still uncertain on the logistics of removing that role from the existing user if they want to change it. Maybe I am making this more complicated than it needs to be...
Here is essentially what I have currently set up:
On the User window:
Attribute name & Title
Backup Approver
Delegate 1
Delegate 2
Delegate 3
On the request window:
Field (Attribute)
Backup Approver (EU Approver)
Delegate 1 (EU Delegate 1)
Delegate 2 (EU Delegate 2)
Delegate 3 (EU Delegate 3)
Copy rules:
To show the current approver / delegates
On Initialize - copy RaiseUser / Backup Approver to EU Approver (same for delegates)
To set the user delegates
On Create - copy EU Approver to RaiseUser/Backup Approver (same for delegates)
The issue is that the link / unlink roles won't take place until after the Request is "Created". There is no way for me to identify the existing delegates after the user saves the request. Un-linking of the previous delegates won't happen.
I am thinking I'll create 4 more EndUser links to store the previous delegate(s) in the request temporarily so I can reference them in the Unlink action (if there is a change & if it is not null)
I'll post again when I have the results...