Update Delegation (AgilePoint NX) activity

Configure the Update Delegation activity

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

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
This activity does the same action as change a delegation in Manage Center.
For more information, refer to Create Delegation screen.
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the AgilePoint NX tab.
On the AgilePoint NX tab, drag the Update Delegation activity onto your process.

General Configuration

Specifies the basic settings for the Update Delegation activity.

Good to Know

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

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts 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

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Update Delegation Configuration > Delegation Information

Specifies the configuration to change a delegation in AgilePoint NX.

Fields

Field Name	Definition
AgilePoint NX	Description: Specifies the access token that connects to your AgilePoint NX environment. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No
Create	Opens this Screen: Access Token for AgilePoint NX Function of this Screen: Configure an access token to connect to AgilePoint NX.
Delegation ID	Description: Specifies the ID of the delegation. The delegation ID comes from AgilePoint NX. Allowed Values: A delegation ID from AgilePoint NX. Default Value: None Accepts Variables: Yes
Originally Assigned	Description: Specifies the user name to whom the task was first assigned. Allowed Values: A valid user name in AgilePoint NX. A process data variable. You can use App Data screen to specify a process data variable. Default Value: None Accepts Variables: Yes
Delegated To	Description: Specifies the participant to whom to temporarily reassign a task when the assigned participant is not available. Allowed Values: A valid participant name. A process data variable. You can use App Data screen to specify a process data variable. Default Value: None Accepts Variables: Yes
Activate Now	Description: Specifies whether a delegation is active. Allowed Values: Selected - The delegation is active. Deselected - The delegation is not active. Default Value: Selected
Description	Description: A description of the delegation. Allowed Values: More than one line of text. Default Value: None Accepts Variables: Yes

Update Delegation Configuration > Scheduled Time

Specifies the configuration to change the date and coverage of the delegation in AgilePoint NX.

Fields

Field Name	Definition
AgilePoint NX	Description: Specifies the access token that connects to your AgilePoint NX environment. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No
Create	Opens this Screen: Access Token for AgilePoint NX Function of this Screen: Configure an access token to connect to AgilePoint NX.
Delegation ID	Description: Specifies the ID of the delegation. The delegation ID comes from AgilePoint NX. Allowed Values: A delegation ID from AgilePoint NX. Default Value: None Accepts Variables: Yes
From Date	Description: Specifies the date the delegation starts. Allowed Values: A valid date in the format [mm dd, yyyy]. Default Value: None Accepts Variables: Yes
To Date	Description: Specifies the date the delegation stops. Allowed Values: A valid date in the format [mm dd, yyyy]. Default Value: None Accepts Variables: Yes
Coverage	Description: Specifies if the delegation applies to the full range or specified days. Allowed Values: Full Range - Specifies the delegation for all days. Specific Days - Specifies the days the delegation takes effect. Default Value: Full Range