Create a Delegation in AgilePoint NX

To create a delegation in AgilePoint NX, do the procedure in this topic.

Add Delegation Configuration > Delegation Information



Add Delegation Configuration > Scheduled Time



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the AgilePoint NX tab.
      2. On the AgilePoint NX tab, drag the Create Delegation (AgilePoint NX) activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Create Delegation .

Procedure

  1. On the Add Delegation Configuration screen, in the AgilePoint field, select your AgilePoint NX access token.

    To create a new access token, click Add Token . For more information, refer to Access Token for AgilePoint NX.

  2. Click the Delegation Information tab, and complete these fields.
    Field Name Definition

    Originally Assigned

    Function:
    Specifies the user name to whom the task was first assigned.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Delegated To

    Function:
    Specifies the participant to whom to temporarily reassign a human task when the assigned participant is not available.
    Accepted Values:
    • A valid participant name.
    • A process data variable.

      You can use Process Data screen to specify a process data variable.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Activate Now

    Function:
    Specifies whether a delegation is active.
    Accepted Values:
    • Selected - The delegation is active.
    • Deselected - The delegation is not active.
    Default Value:
    Selected

    Description

    Function:
    A description of the delegation.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  3. (Optional) Complete these fields as necessary.
    Field Name Definition

    Activate Now

    Function:
    Specifies whether a delegation is active.
    Accepted Values:
    • Selected - The delegation is active.
    • Deselected - The delegation is not active.
    Default Value:
    Selected

    Description

    Function:
    A description of the delegation.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Store Delegation ID in Process Attributes

    Function:
    Specifies a process data variable that stores the ID of the delegation.

    The delegation ID comes from AgilePoint NX.

    Accepted Values:
    A process data variable that accepts an alphanumeric string with no spaces or special characters.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  4. Click the Scheduled Time tab, and complete these fields as necessary.
    Field Name Definition

    From Date

    Function:
    Specifies the date the delegation starts.
    Accepted Values:
    A valid date in the format [mm dd, yyyy].
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    To Date

    Function:
    Specifies the date that delegation stops.
    Accepted Values:
    A valid date in the format [mm dd, yyyy].
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Coverage

    Function:
    Specifies if the delegation applies to the full range or specified days.
    Accepted Values:
    • Full Range - Specifies the delegation for all dates.
    • Specific Days - Specifies the days the delegation takes effect.
    Default Value:
    Full Range

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