1. To-Increase Dynamics 365 for Finance & Operations
  2. Data entry workflow
  3. Monitoring

Monitor workflow task delegations and reassignments

In Data entry workflow, as a data entry workflow manager, you can change the assignments for data entry workflow tasks. You can do so in several ways:

  • Delegate task assignments to other users. If a task assignment delegation is entered by a user, you must enable the delegation to become applicable.
  • Reassign existing tasks to other users.


Manager (Data entry workflow) Manager (Data entry workflow) Start Start Manage delegations  or reassignments? Manage delegations  or reassignments? Set up workflow  task assignment  delegations? Set up workflow  task assignment  delegations? Delegate workflow task assignments Delegate workflow task assignments As a Data entry workflow manager, you can delegate data entry workflow task assignments to other users. For example, an assigned user can have scheduled a vacation or some days off. For this period, you can schedule the delegation of workflow task assignments to another user. You can also edit disabled workflow task assignment delegations. Procedure 1. Go to Data entry workflow > Design > Delegation > All workflow assignment delegation. 2. Click New. 3. In the User ID field, enter or select a value. 4. Select the desired scope of the delegation: All: The delegation applies to all data entry workflow templates. Category: The delegation applies only to the data entry workflow templates with a specific category. In the Name field select the desired category. Workflow: The delegation applies only to a specific data entry workflow template. In the Name field select the desired data entry workflow template. In the Scope field, select an option. Note: In the delegation setup, an overlap can exist. In this case, the priority sequence to search for the applicable delegation is from specific to generic: Workflow > Category > All. 5. In the Name field, enter or select a value. 6. In the Delegate field, enter or select a value. 7. In the Start date/time field, enter a date and time. 8. In the End date/time field, enter a date and time. 9. Close the page. Notes To make a created or edited assignment delegation applicable, the Data entry workflow manager must enable it. Make sure, a delegated-to user has at least the Data entry workflow user role with related rights. Enable or disable workflow task assignment delegations Enable or disable workflow task assignment delegations As a data entry workflow manager, you must approve created workflow task assignment delegations. To do so, enable the workflow task assignment delegations. Enable workflow task assignment delegations that are created by: A user. You as a data entry workflow manager. You can also disable enabled workflow task assignment delegations. If a workflow task assignment is enabled, you cannot edit it. Procedure 1. Go to Data entry workflow > Design > Delegation > All workflow assignment delegation. 2. In the View field, select an option. 3. In the list, find and select the desired disabled delegations. 4. Click Delegation. 5. Click To enabled. 6. Close the page. Notes To disable a workflow task assignment delegation, select the desired enabled delegations, and click Delegation, To disabled. Reassign workflow tasks Reassign workflow tasks As a Data entry workflow manager, you can reassign an existing data entry workflow task to another user. For example, a data entry workflow task is created and assigned to a user. However, due to illness this user is unavailable to do the task. To get the task done, you can reassign the task to another user. Procedure 1. Click Data entry workflow management. 2. Click the In progress workflows tab. 3. In the list, click the link of the desired workflow. 4. Expand the Assignments section. 5. In the list, find and select the desired workflow task assignment. 6. Click Reassign. 7. On the dialog, in the User field, enter or select a value. 8. In the Comment field, type a value. 9. Click Reassign. 10. Close the page. Notes You can reassign a task only to another user than the ones to whom the task is already assigned. Make sure, a reassigned-to user has at least the Data entry workflow user role with related rights. End End Delegations Reassignments Yes No

Activities

Name Responsible Description

Delegate workflow task assignments

Manager (Data entry workflow)

As a Data entry workflow manager, you can delegate data entry workflow task assignments to other users.

For example, an assigned user can have scheduled a vacation or some days off. For this period, you can schedule the delegation of workflow task assignments to another user.

You can also edit disabled workflow task assignment delegations.

Enable or disable workflow task assignment delegations

Manager (Data entry workflow)

As a data entry workflow manager, you must approve created workflow task assignment delegations. To do so, enable the workflow task assignment delegations.

Enable workflow task assignment delegations that are created by:

  • A user.
  • You as a data entry workflow manager.

You can also disable enabled workflow task assignment delegations.

If a workflow task assignment is enabled, you cannot edit it.

Reassign workflow tasks

Manager (Data entry workflow)

As a Data entry workflow manager, you can reassign an existing data entry workflow task to another user.

For example, a data entry workflow task is created and assigned to a user. However, due to illness this user is unavailable to do the task. To get the task done, you can reassign the task to another user.

See also

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