To create a workflow delegation record for a workflow user

Access the Workflow Delegation application (P988662): Enter P988662 in the Fast Path and press Enter.

1. On Work with Workflow Delegations, click the Add button.

2. On Workflow Delegation Revisions, in the Workflow User field, enter the address book number of the workflow user (the original recipient of the workflow task).

3. In the Process field, enter the name of the workflow process to be delegated. Click the All Processes checkbox if you want all of the workflow user's workflow processes to be forwarded.

4. To select a predefined delegation list:

   1. Select the Predefined List option and then click the Search button next to the Workflow Delegate field.

   2. On Delegate Search & Select, select the record that contains the workflow delegate and then click the Select button.

5. To select a delegate from the Address Book:

   1. Select the Address Book option and then click the Search button next to the Workflow Delegate

   2. On Address Book Search & Select, select the address book user record and then click Select.

6. Complete the following fields to specify a range of dates for the workflow delegation:

   • Delegate Effective Date

   • Delegate Expiration Date

7. If the workflow process contains an information task that should be forwarded, click the Delegate Informational Message checkbox.

8. To activate the delegation record, select the Active checkbox.

   Regardless of whether or not you activate the record, the workflow user can activate or disable it, select a different predefined delegate list if one exists, and modify the effective end date as needed.

9. Click the OK button.