To create a workflow delegation record

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

1. On Work with Workflow Delegations, click Add.

2. On Workflow Delegation Revisions, in the Process field, enter the workflow process name or search for the workflow process that you want to delegate.

3. Click the Search button next to the Workflow Delegate field.

   The Delegate Search & Select form appears displaying the predefined delegate lists for the workflow process that you want to delegate. If the grid does not contain any predefined delegate lists, contact your workflow administrator.

4. On Delegate Search & Select, select the predefined delegate list that contains the workflow delegate to whom you want to forward the process.

5. Click the Select button.

6. On Workflow Delegation Revisions, click the calendar button next to each of the following fields to specify a date range for the workflow delegation:

   • Delegate Effective Date

   • Delegate Expiration Date

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

8. If you want to activate the delegation record, make sure the Active checkbox is selected.

   You do not have to activate the workflow delegation record here. You can use the Work with Workflow Delegations form to activate and disable the workflow delegation record.

9. Click the OK button.