As a Data entry workflow user, you can delegate your data entry workflow task assignments to another user.

For example, you can have scheduled a vacation or some days off. For this period, you can schedule the delegation of your workflow task assignments.


Standard procedure

1. Go to Data entry workflow > Design > Delegation > My workflow assignment delegation.
2. Click New.
3.

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.

4.

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.
5. Define the user to which the assignment is delegated.
  In the Delegate field, enter or select a value.
6. Define the start date and time of the delegation period.
  In the Start date/time field, enter a date and time.
7. Define the end date and time of the delegation period.
  In the End date/time field, enter a date and time.
8. Close the page.

Notes

  • To make a created or edited assignment delegation applicable, the Data entry workflow manager must enable it. Therefore, notify the manager that you have created or edited an assignment delegation.
  • Make sure, a delegated-to user has at least the Data entry workflow user role with related rights.
  • You can use the My workflow assignment delegations page also to view assignments that are delegated from other users to you.

See also

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