How to delegate workflow in dynamics 365?
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Mahmoud Hakim
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Workflow delegation with the same functionality in AX 2012
If you plan to be out of the office or otherwise unavailable to act on work items, you can delegate, or reassign, your work items to other users.
you can setup Workflow delegation for the user per module, workflow or all work items
Go to system administration/users /users
If you plan to be out of the office or otherwise unavailable to act on work items, you can delegate, or reassign, your work items to other users.
you can setup Workflow delegation for the user per module, workflow or all work items
Go to system administration/users /users
and select a specific user
and click user option, and go to workflow tab
you have three scopes to apply delegation
1- all:: you can delegate all work items to another user for a specific period
Delegate field, select the user to delegate the work items
you can enable or disable rule as you need.
2-Module:: Delegate only the work items that are related to a specific type of workflow
you must select the type of workflow as the below
3-workflow:: you can delegate work items for a specific workflow
You can view delegation rules
as you see, we select enabled to view enabled rules only.
you can choose one of the multiple options like all, active, past,..etc
This was originally posted here.
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