Workflow Delegation Overview

Workflow delegation enables workflow administrators and workflow users to reassign action and information tasks to other users. You can reassign active tasks to a delegate or specify a range of dates in which tasks will be forwarded to a delegate. A workflow administrator can set up workflow delegation for any workflow user. Workflow users can set up workflow delegation if the following conditions have been met:

• The workflow user is the original recipient of the workflow task.

• A workflow administrator has created a predefined delegate list for the workflow process. See Predefined Delegate Lists for more information.

Workflow delegation does not replace the use of workflow escalation rules, in which event rules attached to a workflow action task automatically forward unopened tasks after a specified period of time. Workflow delegation adds flexibility to JD Edwards EnterpriseOne workflow because it provides a way to temporarily reassign workflow tasks without having to revise the underlying escalation rules of a workflow process. For example, a workflow user can reassign active tasks to another user due to an increase in workload, or a system administrator can reassign workflow tasks to another user if the original workflow recipient is unexpectedly absent.

The workflow engine prevents recursive workflow delegation from occurring. If an active workflow delegation record has been defined to reassign a workflow process to a delegate, then the delegate cannot create another workflow delegation record to reroute the workflow process back to the original recipient during the same period of time.

The workflow engine sends delegated workflow tasks to both Microsoft Windows client and Web client users. The applications used to configure and activate workflow delegation are available on Microsoft Windows clients and Web clients.