Create Delegation (AgilePoint NX) activity

An activity that creates a delegation in AgilePoint NX.


Create Delegation activity

Configure the Create Delegation activity

To configure the Create Delegation activity, do the procedure in this topic.

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the AgilePoint NX tab.

    AgilePoint NX tab
  3. On the AgilePoint NX tab, drag the Create Delegation activity onto your process.

    Drag Create Delegation activity

General Configuration

Specifies the basic settings for the Create Delegation activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Delegation Configuration > Delegation Information

Specifies the configuration to create a delegation in AgilePoint NX.

Figure: Create Delegation Configuration > Delegation Information tab

Create Delegation Configuration Delegation Information tab

Fields

Field Name Definition

AgilePoint NX

Function:
Specifies the access token that connects to your AgilePoint NX environment.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon

Opens this Screen:
Access Token for AgilePoint NX
Function of this Screen:
Configure an access token to connect to AgilePoint NX.

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 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

Store Delegation ID In This Variable

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

Create Delegation Configuration > Scheduled Time

Specifies the configuration to start a delegation in AgilePoint NX.

Figure: Create Delegation Configuration > Scheduled Time tab

Create Delegation Configuration Scheduled Time tab

Fields

Field Name Definition

AgilePoint NX

Function:
Specifies the access token that connects to your AgilePoint NX environment.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon

Opens this Screen:
Access Token for AgilePoint NX
Function of this Screen:
Configure an access token to connect to AgilePoint NX.

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 the 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 days.
  • Specific Days - Specifies the days the delegation takes effect.
Default Value:
Full Range