Add the Delegates related list to a user profile

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

    • To delegate approvals and tasks to another user, configure your user profile form to display the Delegates related list.

    Antes de Iniciar

    Role required: personalize_list or admin

    Procedimento

    1. Navigate to All > Self-Service > My Profile.
    2. On the form context menu, navigate to Configure > Related Lists, and then add the Delegate->User related list.

    Resultado

    The Delegates related list displays at the bottom of the user profile form.