Add delegation rule tables

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • To create delegation rules, you must add a task table to the Delegation Rule Tables.

    Antes de Iniciar

    Role required: delegation_admin

    Nota:
    Adding a table to a delegation rule table does not automatically support delegation.

    Procedimento

    1. Navigate to All > Granular Delegation > Delegation Rule Tables.
    2. Select New.
      Nota:
      Ensure you are in the correct scope you want to create delegation rules for. Only tables for the scope you are in appear.
    3. From the Table list, select a task table from your current scope that supports delegation.
    4. Select the Active option.
    5. Select Submit.

    O que Fazer Depois

    Next, create a delegation rule to specify the records that are available for employees to delegate. See Create delegation rules.