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Workflow: Escalation vs Delegation vs Reassign

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Posted on by 75

Hello,

can anyone help me understand and possibly provide scenarios when to Escalation vs Delegation vs Reassign a workflow? They seem to achieve the same thing - send the tasks to other users. 

If a manager delegates/reassigns the task to another user, will the workflow still follow the escalation path? 

Lastly, whoever the task is delegated/escalated/reassigned to, I assume that user should have security permission to complete the task? 

Thank you!!!

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  • GirishS Profile Picture
    27,843 Moderator on at

    Hi Joy,

    Escalation. Delegation, reassign will have its own features. Escalation is a rule that will be setup in the workflow configuration to assign to the next user when they are not done in timely manner.

    For the second one i think the escalation rules will be applicable for delegated users also.

    For the last one - to complete the task delegated user must have security access to that workflow.

    Refer to the below documentation.

    https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/workflow-actions

    Thanks,

    Girish S.

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