Question

Delegation?

Forms

Updated January 29, 2015

asked on January 28, 2015

Is it possible to delegate a task and have the person who has been delegated finish out the process?

example: The form is submitted to a manager, who would then delegate an investigation to a supervisor on a case-by-case basis. The supervisor would complete the rest of the process, and the manager would no longer be involved.

Thank You!

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replied on January 28, 2015

You could do this by having a dropdown list of users you want the manager to be able to select from. The values for each item in the dropdown would be the appropriate username used in Forms. The manager would select the supervisor to delegate to and then click a button that says Delegate to supervisor. Based on that button being clicked, it would take a different path than the normal one and instead assign to a user task that is dynamically assigned based on the supervisor selected. I hope that makes sense.

There will be in an upcoming release (Don't know when that will be) the ability for a process admin to reassign a task or a team lead to reassign a task to someone in their team.

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replied on January 29, 2015

Yes you can do this with Forms 9.2.

When you configure a User Task, you have the option to select a specific user from the drop down. However you also have the option to enter a variable. What this means is that you can select a Target of Delegation by typing their account into a field, and using the field value as a variable that will be placed into the User Task target.

It then makes sense to add a Delegate button to the Managers user task, and an exclusive gateway that will split the Forms path depending on if the Manager submits or delegates.

The delegation path should send the Form to a User specified by the value in a Target of Delegation field.

When I did something similar in the past, the delegation was to domain accounts and so if you want the manager to type a domain account in, you might want to consider adding in field constraints to minimize human error, or alternatively, provide a drop-down list of options available. Even better, populate that drop-down list using a lookup rule or stored procedure so that the list will update automatically when appropriate users are added to the domain!

As is the case for Forms, those users will need to be licensed and authenticated to participate within this process.

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Delegation?

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