web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / What happens when work...
Microsoft Dynamics AX (Archived)

What happens when workflow delegation reverts to original owner?

(0) ShareShare
ReportReport
Posted on by Kartik Kurup 435

Hi All,

I'll use an example to ask my question.

Person A delegates Person B for all of Person A's approval while they go on vacation. So now, Person B (more or less) "becomes" Person A for all approval requests. Let's say that Person B has a few pending items that they couldn't get to and Person A comes back from vacation. The delegation ends and now Person A has resumed their approval role.

What happens to those pending items sitting in queue? Do they show up on Person A's list now? or do they still show up on Person B's list until Person B approves/rejects them?

Do let me know if I can provide any further clarification.

Please and thanks,

Kartik

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,158 Super User 2025 Season 2 on at

    Hi Kartik,

    When the workflows were assigned to Person B during the absence of Person A, there is no automatic reassign of those workflows to Person A. The remain to be assigned to Person B.

    To have them assigned to Person A, you need to use the workflow history form to reassign these workflows from Person B to A. A system administrator or Information Technology administrator can do this. Also person B can forward the approval to person A.

  • Kartik Kurup Profile Picture
    Kartik Kurup 435 on at

    Hi André,

    Thanks for your response.

    I understand what you are proposing. However, when setting up the delegation through File > Tools  > Options > Delegation, there is an 'End date/time' column where you define when the delegation will end. Based on that (and this is where I am unclear), I am thinking that the workflow would revert back to Person A after the said end time.

    In which case, what happens to the items that Person B couldn't process in Person A's absence? From your response, I gather that Person B would NOT be able to manually re-assign those pending items back to Person A. You're suggesting that IT admin to step in and do the needful, correct? Or is there a way that Person B can re-assign them back to Person A?

    I appreciate your help on this.

    Thanks,

    Kartik

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,158 Super User 2025 Season 2 on at

    Hi Kartik,

    Person B can forward the approval to Person A. There is no automated task that the approvals from Person B are assigned back to person A.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans