Create a Delegation

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

Figure: Delegations screen

Delegations screen

How to Start

  1. In the Manage Center, click Access Control Access Control icon > Delegations.
  2. On the Delegations Screen, click Add Delegation Add Delegation icon.

Procedure

  1. On the Add Delegations Screen, ​complete these fields.
    Field Name Definition

    Originally Assigned
    Opens this Screen:
    Specifies the user name to whom the task was first assigned.
    Accepted Values:
    A valid user name.
    Default Value:
    None

    Delegation To
    Function:
    Shows a participant to whom to temporarily reassign a human task when the assigned participant is not available.
    Accepted Values:
    A valid participant name.
    Default Value:
    None

    From
    Function:
    Specifies the date the delegation starts.
    Accepted Values:
    A valid date in the format [mm dd, yyyy].
    Default Value:
    None

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

    What days will the delegation apply?
    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
  2. Click Add.