Skip to main content

Notifications

Microsoft Dynamics GP (Archived)

Dynamics GP Workflow User Delegation

Posted on by 3,657

Hi

I have setup a Purchase Order workflow.  The workflow is functioning correctly.

The issue I am encountering is that Users cannot setup delegations for other users from the Workflow User Delegation window (accessed from  User Preferences).

I have checked the security.  All roles have the default user task assigned.

The default user task has assigned under system the items Directory Account Lookup and Find.

Under Company the items Workflow User delegation and Workflow User selection are assigned.

Users cannot change the Delegate task for field. The 'sa' user and power user role can change the user to delegate for field. 

We would like to have all users be able to change the User to delete for field as needed without having to give everyone power user access.

Anyone encounter this before?  There must be another option in security that I am missing

thanks

*This post is locked for comments

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Dynamics GP Workflow User Delegation

    HI twelvestrikes,

    I know this is a year old question that was never answered... but I recall this being a bug in the GP security as only POWERUSER could select a delegate in their preferences for a workflow. Not sure if that was fixed by MS, but you can probably fix it yourself by tweaking the DEFAULTUSER security role in GP, the one that give basic permissions to all users.

    PS: check out this blog post : https://mahmoudsaadi.blogspot.com/2016/02/workflow-delegations-under-user.html

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans