Predefined Delegate Lists

Workflow users delegate workflow by creating and activating workflow delegation records. When creating a workflow delegation record, a workflow user has to select a delegate that is a member of a predefined delegate list. A predefined delegate list, which should only be created by a workflow administrator, contains the following information:

  • The name of the workflow process to be forwarded.

  • The original workflow recipient's address book number.

  • The address book number of the delegate to whom the workflow process task will be forwarded.

An administrator can set up multiple predefined delegate lists for a workflow user.

Requiring users to select a delegate from a predefined delegate list ensures that delegates have the proper level of authority or job responsibility to view and act upon the information in a workflow.