It would be preferred to have this as a feature. Where the user himself can delegate while they go for a vacation.

I am currently proposing Laserfiche forms for one of the universities, where they do have a lot of business process that would probably go on Laserfiche forms. Head of departments who are involved in lot of approval processes, keep shifting (either on vacation or rotate out). It is not practical every time go edit the process to change the user, as the frequency of changes are quite high.

I have seen this as a feature in Ultimus.

I want to add my voice to this as well. This is a much needed feature in Laserfiche. Its normally part of any approval workflow type system. At the moment we have to rely on administrators to do this, which seems a bit crazy..

Any roadmap on this feature?

Really wanna have this important feature~~~

Hi All,

Has anything been done yet to accommodate this request? 

Management has asked for this exact thing where another user can pick-up their tasks while on vacation. It is possible to manually manage this but it is not sustainable by any means, mistakes will be made, tasks won't get switched back to the original approver etc. This needs to be an automated feature.

Is this really not been developed in over 8 years?

In version 10 it will include a Team feature that will allow a team manager the ability to reassign tasks to other users. I have not heard if something could be set up to automatically assign tasks to another user for a set time period though. That would be a nice feature.

Hello Laserfiche,

Any good news about the delegation in version 10.2?

Thanks,

Dory

Hi LaserFiche,

Any good news regarding tasks delegation ?

Thanks,

Nadeem

It seems almost bizarre to me that absolutely nothing has been done about this yet, a full 6 YEARS later.

Has anyone figured out a way to do this yet? It would be most helpful.

If it's worth anything I see out-of-office task delegation features requested on nearly every RFP we currently respond to. Granted, there are many layers of questions surrounding how this functionality would work. However, I would posit that a basic per-user setting, controlled by the user could be considered good enough for something out-of-the-box. Probably needs a global toggle at the forms server level for whether the option is allowed at all.

We just had the same request from a customer. I ended up building a "reroute" field into each of their forms. If the field is filled out, then the form automatically routes to the user selected. The customer also has a copy of each form sent to an admin InBox so that if someone is out, an administrator can log in and select the reroute field for forms that need to keep moving.

I'm looking forward to the Team feature Blake mentioned!

I handle it the same way Sheila does with a re-route or timer based movement which assigns the task to a user based on a variable.

For ongoing/active ones where it's sitting on say "Jerry" and it needs to go to "Tom" the only way I'm aware of is updating the Forms SQL tables directly. This can be built in as a form w/ a sql data source but is risky as you're working outside the approved framework of Laserfiche so it could break at the slightest update and a mistake in implementation could force a reinstallation or recovery of your Forms instance. 

I'd suggest Sheila's route or Blake's mention of waiting for the next major version which includes team support.

Hi there,

For the delegate task feature you're looking for for universities, does the heads of departments still need access to the delegated out task? can the heads of departments take the delegated out task back?

Delegation is a huge feature that we use a lot with a different enterprise solution within our Company. It would be nice to have it for Laserfiche workflow too!

Has anyone heard of any additional updates on a possible automatic delegation feature?

Hi All, 

I would also like to add my voice in this, as this would be a great feature when someone is on leave. Basically, have the option in Forms to specify when the Approver user is on leave and to assign all tasks to another user until they come back from leave? 

Thank you

Ziad

This is a very important but missing feature of Laserfiche Forms.

I add my voice to this feature request.

Hi all, 

Bumping this thread to see if any plans are in the works to add this in a future release?

Thank you,

Aaron

Hello,

Interested as well with this feature.

Thanks

Hi there,

I'm also interested in this feature.

Thank you!

Hello Hakim,

It can be done, it just depends on your circumstances. If you wish to change an instance that is already running and in the process of being approved by the user on vacation, then that said instance can not be delegated to someone else. However you can add an additional user to the "User task", and all instances that are initiated after this change can have that task delegated to the new user, but the current active ones that are already on that vacation person User Task step can not.  

However as briefly mentioned, if say, you know the person is going to be on vacation, then in the user task, you can just add the desired user onto the list, then whomever is on the list can push that process along.

Hope this helps or is what you're referring to. If not please elaborate a bit more on what you are trying to achieve.