Post#21: Delegation Constraints in Workflow

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real_ashwin

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If you use workflows in DAX on transactions there are times you need to delegate a user’s approval to another user this is normal. However if you get a request to delegate a user 1 to two other users, user 2 and 3 for all what happens ?

You may be fooled into thinking DAX can delegate all requests for a user to multiple users but the fact is that it does not work. DAX works on the basis that it takes the first valid record and ignores the rest. This is kind of the same logic trade agreements and posting profiles work on.

It is important to explain this concept to the business users. The only way to make this work if user 1 delegates specific modules or workflows to user 2 and user 3 and makes sure there is no overlap.

DAX allows you to add 2 users as delegate as shown below but even though both of the lines are enabled and valid only the first valid record will be used. The 2nd line for user3 will be ignored and never used.