Figure: Delegations screen
How to Start
- In SharePoint for Microsoft 365, open the AgilePoint Work Center web part.
- In the AgilePoint Work Center web part, click Delegations.
Fields
| Field Name | Definition |
|---|
Delegate |
- Opens this Screen:
- Create Delegation screen (Microsoft 365)
- Function:
- Creates a delegation in Modern Work Center..
|
Search Delegations |
- Function:
- Does a search of your delegations.
|
View All |
- Description:
- Specifies whether to show the delegations in card view.
- Allowed Values:
-
- On - Shows the delegations in card view.
- Off - Shows the delegations in carousel view.
- Default Value:
- Off
|
Show Inactive Delegations |
- Description:
- Specifies whether to show both active and inactive delegations.
- Allowed Values:
-
- On - Shows both active and inactive delegations.
- Off - Shows only active delegations.
- Default Value:
- Deselected
|
Filter |
- Function:
- Shows the delegations in the list based on the users you select.
|
Clear |
- Description:
- Clears the user you select in the Filter field.
|
View Delegated Tasks  |
- Opens this Screen:
- View Delegated Tasks screen (Modern, Microsoft 365)
- Function:
- Shows a list of tasks associated with an active delegation.
|
Edit |
- Description:
- Changes the information about a delegation.
- To Open this Field:
-
- Select a delegation.
|
Remove |
- Function:
- Deletes the selected delegation.
- To Open this Field:
-
- Select a delegation.
|
From |
- Opens this Screen:
- Shows the name of the first user to whom the task was assigned.
- To Open this Field:
-
- Select a delegation.
- Allowed Values:
- Read only.
|
To |
- Description:
- Shows the user name to whom to temporarily reassign a task when
the assigned participant is not available.
- To Open this Field:
-
- Select a delegation.
- Allowed Values:
- Read only.
|
Start Date |
- Description:
- Shows the date the delegation starts.
- To Open this Field:
-
- Select a delegation.
- Allowed Values:
- Read only.
|
End Date |
- Description:
- Shows the date the delegation stops.
- To Open this Field:
-
- Select a delegation.
- Allowed Values:
- Read only.
|
Week Days |
- Description:
- Shows the days on which the delegation applies.
- To Open this Field:
-
- Select a delegation.
- Allowed Values:
- Read only.
|
Status |
- Description:
- Shows the status of the delegation.
- To Open this Field:
-
- Select a delegation.
- Allowed Values:
- Read only.
- Active - Shows the delegation is active.
- Inactive - Shows the delegation is inactive.
|
Description |
- Opens this Screen:
- Shows a description of the delegation.
- To Open this Field:
-
- Select a delegation.
- Allowed Values:
- Read only.
|
