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

Delegate workflow task assignments
Application task

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.


Standard procedure

1. Go to Data entry workflow > Design > Delegation > All workflow assignment delegation.
2. Click New.
3. Define the user which workflow task assignments you want to delegate to another user.
  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.

If the scope is:

  • All, this field is not applicable.
  • Category, select the desired category.
  • Workflow, select the desired data entry workflow template.
  In the Name field, enter or select a value.
6. Define the user to which the assignment is delegated.
  In the Delegate field, enter or select a value.
7. Define the start date and time of the delegation period.
  In the Start date/time field, enter a date and time.
8. Define the end date and time of the delegation period.
  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.

Related to Notes

Monitor workflow task delegations and reassignments

 		 

See also

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