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Microsoft Dynamics AX (Archived)

Auto-delegation for specific work item within a workflow

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Hi, 

How should I set up the auto-delegation for below scenario?

User A was assigned to 2 different work items (work item 1 and 2) within a workflow.

I want to auto-delegate the following work items as follows:

Work item 1 to user B

Work item 2 to user C

 

I tried to set-up an auto-delegation as follows:

User A delegates his PR approval to user B

User A delegates his PR approval to user C

Both using workflow as the scope and the same workflow id no. in the name field. Also the same period.

I am trying to find a field in auto-delegation to identify specific work item within the workflow but couldn’t find any.

I transacted a PR selecting an approver pointing to work item 1 and another transaction pointing to work item 2 but both results were delegated to user C.

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I have the same question (0)
  • Crispin John Augustine Profile Picture
    37,081 on at

    It sounds the same as, configuring work item 1 to B, and work item 2 to C.

    Or, how is your requirement different from my first Statement? Do you have a rule / time Limit / condition for the Auto Delegation?

  • Crispin John Augustine Profile Picture
    37,081 on at

    Also have a look at technet.microsoft.com/.../dd309592.aspx

    under the section "Specify what happens when the document is overdue"

  • Suggested answer
    Jonathan  Halland Profile Picture
    11,310 on at

    Hi

    There is no way to setup the auto-delegation to such a fine level of detail in AX. The best bet would be to have different workflow configurations and then setup a delegation per configuration. Alternately you could employ the strategy of

    1. Creating your own participant provider and delegation form

    2. Modifying existing AX forms and delegation to handle a more fine level. I.E. Per workflow step.

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