Add delegation rule tables

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: delegation_admin

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

    Procedure

    1. Navigate to All > Granular Delegation > Delegation Rule Tables.
    2. Select New.
      Note:
      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.

    What to do next

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