users unable to access delegation on workflows

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Verified
Michael Sampson asked a question on 13 Aug 2015 2:10 PM

I have been trying to figure out why users cannot access users to delegate to. Where is the security that drives this functionality?

full user -> user preferences -> Workflow User Delegation is all good until we click the delegate to magnifying glass and binoculars...no results, nothing happens when clicking on binoculars

web limited user -> user preferences -> Workflow User Delegation is all good until we click the delegate to magnifying glass and binoculars...it tells me that user doesn't have security privileges to open this window. blah blah blah

part 2 of this would be - what security is needed to allow a user to delegate task for another user? example is payroll admin/AP clerk needs to delegate tasks for a manager that is unable to do it themselves

Thanks-

Michael in Miami

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Michael Sampson responded on 13 Aug 2015 2:36 PM

AND from the web client I am unable to exit the Workflow User Delegation screen once it is open....it says A delegate must be selected.

MiM

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Verified Answer
Jothikrishnan Narasimmaraj responded on 13 Aug 2015 3:48 PM

You gotta type one or two chars and then click Find., else nothing happens.

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Jothikrishnan Narasimmaraj responded on 13 Aug 2015 3:58 PM

Try using the security profiler in GP Power Tools(formerly SDT) by David Musgrave to identify what is that resource name and what security is missing. You might want to assign GPPT admin role to that user temporarily to trace the security, otherwise the user cant see the security profiler option.

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Jothikrishnan Narasimmaraj responded on 13 Aug 2015 4:00 PM

To exit....pick up an user temporarily and then exit without saving.

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Suggested Answer
Kristie McNulty responded on 17 Aug 2015 10:28 AM

Hi Michael - we had a similar issue and I resolved by creating a unique security task, capturing the necessary workflow items.  I'm including a screen shot of the selections made for this new task and hope you find it helpful.

I then assigned this task to the security roles developed for the approvers.  Good luck!

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Michael Sampson responded on 17 Aug 2015 11:14 AM

This sounds perfect...where would I find the screen shot?

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Verified Answer
Béat Bucher responded on 2 Sep 2015 1:59 PM

Hi Michael,

There was  a bug in the Delegate form for the User Preferences, as when a user gets into there, it cannot close the window until a name has been added to the form... :-(. I think this  one has been fixed in R2 (not sure about this)

Even the security was completely missed for this form, so a regular user cannot even open it.. I'm doing currently some testing with the GP2015 web client and the WF 2.0.. going to post back here when I've some answers.

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Michael Sampson responded on 2 Sep 2015 2:06 PM

Hi Beat, thanks...

I am on R2 14.00.0778 ...I have learned that the directory lookup is not working however if you type into the fields it will find the workflows and people....

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Verified Answer
Jothikrishnan Narasimmaraj responded on 13 Aug 2015 3:48 PM

You gotta type one or two chars and then click Find., else nothing happens.

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Verified Answer
Béat Bucher responded on 2 Sep 2015 1:59 PM

Hi Michael,

There was  a bug in the Delegate form for the User Preferences, as when a user gets into there, it cannot close the window until a name has been added to the form... :-(. I think this  one has been fixed in R2 (not sure about this)

Even the security was completely missed for this form, so a regular user cannot even open it.. I'm doing currently some testing with the GP2015 web client and the WF 2.0.. going to post back here when I've some answers.

Reply
Suggested Answer
Kristie McNulty responded on 17 Aug 2015 10:28 AM

Hi Michael - we had a similar issue and I resolved by creating a unique security task, capturing the necessary workflow items.  I'm including a screen shot of the selections made for this new task and hope you find it helpful.

I then assigned this task to the security roles developed for the approvers.  Good luck!

Reply