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How to Create Workflow Delegation



Aim of this articleExplains how to delegate your approval authority to another user. 
Related sections

Steps:

  1. Go to User Profile > Workflow Delegation.
    (If you have the Manage Workflows role, you will not see this item in User Profile; instead you go to Administration > WF Delegation Admin.)
  2. On the Workflow Delegation page, click Add and select Target User (the user to whom you delegate your approval rights) and pick the start and end dates.
    (warning) You can add multiple delegations but their validity dates cannot overlap.
  3. Click OK.

Your new workflow delegation is ready. The nominated user will receive a summary email with a list of all delegated pending approvals, which will remain available during the defined period. The user will be able to see all approvable documents, even if they are not a member of the user group that is entitled to view them. You will still be receiving notification emails and will be able to approve/deny documents.

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