Displays a blank delegation form to add a new delegation
Refresh
Refreshes the delegations list
Filters
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
Delegation list
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.
Adding a delegation
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
Deleting a delegation does not delete the associated user.
Process versioning
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.