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.
Allowed Values:
A valid user name.
Default Value:
None

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

Description
Description:
A description of the delegation.
Allowed Values:
More than one line of text.
Default Value:
None

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

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

What days will the delegation apply?
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

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