Add Delegations screen (Classic, SharePoint On-Premises)

Creates a delegation in the Classic Work Center view for SharePoint on-premises.

Figure: Add Delegation screen

Add Delegation screen

Prerequisites

How to Start

  1. In On-premises SharePoint, on the SharePoint site, click AgilePoint Dashboard.

    Click AgilePoint Dashboard
  2. On the AgilePoint Dashboard screen, click Delegations.

    Click Delegations
  3. On the Delegations tab, click Add Delegation.

    Click Add Delegation

Fields

Field NameDefinition

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

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

Description
Function:
A description of the delegation.
Accepted Values:
More than one line of text.
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 the 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 days.
  • Specific Days - Specifies the days the delegation takes effect.
Default Value:
Full Range

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