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Administrator Guide
Last Updated: 2024-08-23
Example: Delegate Initiation of a Business Process

Example: Delegate Initiation of a Business Process

This example illustrates how you can delegate the initiation of a business process to another worker.
A manager is on leave and wants to enable their administrative assistant to run the
Create Expense Report
 task to create and submit an expense report on their behalf.
The business process administrator must:
  • Set the
    Users Can Delegate Tasks To
     prompt on the
    Edit Tenant Setup - Business Processes
     task to at least 1 of the below options:
    • Anyone
    • Peers
  • Select the
    Allow Business Process Delegation
     check box on the expense report’s business process security policy.
  • Select
    Business Process Policy
     >
    Edit
     from the related actions menu of the applicable business process and enable security groups to delegate the initiating action to others in the
    Who Can Start the Business Process
     section.
  • Configure the
    Request Delegation Change (Default Definition)
     business process and security policy in the System functional area.
  1. As the manager, access the
    Manage Delegation Settings
     report and enter your name in the
    Worker
     prompt.
  2. Click
    Request Delegation Change
    .
  3. Select begin and end dates for delegation (based on the time zone of the delegator).
  4. Enter the name of the administrative assistant as the
    Delegate
    .
  5. In the
    Start On My Behalf
     field, enter the
    Create Expense Report
     task as the initiating action the assistant can perform.
  6. Specify whether you want this task to be accessible on all business processes, specific ones, or none.
  7. Click
    Submit
     to confirm the delegation.
The delegated worker can now access the
Create Expense Report
 task for the duration of the specified date range. They can create and submit the manager’s expense report on their behalf using this task.