Delegations
Links | Remarks |
New delegation | Displays a blank delegation form to add a new delegation |
Refresh | Refreshes the delegations list |
External filters | Remarks |
Process | Displays the delegations of the selected process (only active or archived processes are listed) |
Filter on | Remarks |
Participant | Filter by participant |
User | Filter by user (delegator) |
Delegated user | Filter by delegated user |
Column | Remarks |
Process | Process name |
Participant | Participant name |
User | User name (delegator) |
Delegated user | Delegated user name |
From ... | Delegation start date (included); if not defined, the delegation is unlimited. |
To ... | Delegation end date (included); if not defined, the delegation is unlimited. |
When adding a new delegation, you can decide whether or not to send a notification email to the delegated user via the displayed message box.
A delegation is unique based on the process, the participant, the user, and the delegated user. This means that you cannot define multiple time periods for a given delegation.
You cannot define cross-delegations on overlapping periods between the same users on the same participant.
You cannot define multi-level delegations. If user A has delegated actions to user B, user B cannot then delegate these actions to user C.
Deleting a delegation does not delete the associated user.
Delegations are process version-specific:
- New versions of a process copy all existing delegations where possible, based on matching participant names.
- Since delegations can only be created for active processes, delegations are only carried forward when a versioned process is activated.
- A delegatee can only see the delegator’s actions and requests from the version at which they were delegated the role, and going forward if copied by creating a new version and not changed subsequently.
- When a user changes a delegation in the current version, it does not affect prior delegations performed for previous versions.
- If prior version actions and requests also need to be delegated, an administrator must use the administrator delegation screen to add the prior versions' delegations.
Last modified 30d ago