Share via

Delegate work items in a workflow

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

If you plan to be out of the office or otherwise unavailable to act on work items, you can delegate, or reassign, your work items to other users.

You can configure the system to automatically delegate your work items, or you can manually delegate a specific work item to another user.

Set up automatic delegation

To configure the system to automatically delegate your work items to other users, you must create delegation rules, which specify when certain types of work items are delegated. Follow these steps to create a delegation rule.

  1. Click File > Tools > Options.

  2. In the left pane, click Delegation.

  3. Click Add to create a delegation rule.

  4. In the Scope field, select one of the following options:

    • All – Delegate all work items that are assigned to you.

    • Module – Delegate only the work items that are related to a specific type of workflow. If you select this option, you must select the type of workflow in the Name field.

    • Workflow – Delegate only the work items that are related to a specific workflow. If you select this option, you must select the workflow in the Name field.

  5. In the Delegate field, select the user to delegate the work items to.

  6. Use the Start date/time and End date/time fields to specify when you want the work items to be automatically delegated.

  7. Select the Enabled check box to activate the delegation rule.

  8. In the Comment field, enter a comment that explains why you are delegating the work items.

Manually delegate a specific work item

Follow these steps to manually delegate a work item when you are viewing a document.

  1. Open the document that you have been assigned a work item for.

  2. On the workflow message bar, click Actions > Delegate. A dialog box appears.

  3. Select the user to delegate the work item to.

  4. Enter a comment that explains why you are delegating the work item.

  5. Click Delegate.