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Delegate A/B Functionality

jaisonpj
Participant
0 Kudos
433

Hi

I am planning to Implement Delegate A/B functionality to customer.

1) If a Manager add Delegate A (granted Time Off permission), will the Time Off approval request flow to Delegate A?

2) Can we control the delegate A seeing historical Time off records.

Accepted Solutions (1)

Accepted Solutions (1)

semmeereboer
Explorer
0 Kudos

Hi Jaison,

1. The delegate function does not support the redirection of workflows. There is no standard functionality for the redirection of workflows at the moment. The client can opt to use Auto-delegate or proxy, or to change the workflow entirely.

2. Yes, the permission role should not have to be the same as the Manager role. You should test this to be sure.

Answers (1)

Answers (1)

jaisonpj
Participant
0 Kudos

HI Sameer

Thank you for the update. Can the Delegate A approve the Time off request onbehalf?

semmeereboer
Explorer

No, a time off request also triggers a workflow. Delegatees cannot approve workflows via the Delegate functionality.