Concept: Delegation Rules

A delegation rule is a condition rule that you can apply to the business processes you’re delegating. Delegation rules enable you to further restrict which business processes or tasks are delegated.

Example: You want to prevent a delegate from approving an expense report that exceeds 1,000 USD because an expense that large might require further consideration so you create a delegation rule that restricts approval permission to 999 USD and under.

In this example, when a user delegates their My Tasks actions and 1 of the delegator’s team members submits an expense report totaling 1,200 USD, Workday doesn’t delegate the approval task. Instead, the task is routed to the original security group configured on the business process.

You can create condition rules for delegation on the business process definition. These rules display as options on the

Delegation Rule

prompt when you select

For all Business Processes

or specific business processes on these tasks:

You can only use delegation condition rules in a delegation configuration. You won't be able to use a delegation rule in a custom notification for a business process.