Delegate Feature in Custom App

[Shilpa Mannoni1]

We have a custom app that requires approval of a document where we need Delegate functionality. There is a delegate feature in the global scope and if used as is will allow all delegation for all tasks/assignments/approvals. We want to limit it to only approvals coming from the custom app.

Appreciate any ideas/suggestions.

[Gunjan Kiratkar]

Hi @Shilpa Mannoni1 

There are a few ways to limit the delegation functionality in ServiceNow to only approvals coming from your custom app:

1. Create a custom table in ServiceNow to store information about the approvals coming from your custom app. Then, create a script that checks this table when a delegation request is made and only allows delegation for approvals that are related to your custom app.

2. Create a custom business rule in ServiceNow that checks the source of the approval and only allows delegation for approvals coming from your custom app.

3. Utilize the "Assignment Group" field in the Task table to filter the delegation. You can create a custom field in your custom app that specifies the Assignment Group for the task and use that field to filter the delegation.

4. Create a custom role for your custom app and allow delegation only for that role. This way you can assign the role to the required users and limit the delegation to the users with the role.

5. Utilize the "Condition" field in the Delegation rule. You can create a script that checks the approvals coming from the custom app and only allow delegation if the approval is coming from the custom app.

It is important to note that the best approach will depend on the specific requirements of your custom app and the level of customization that is possible in your ServiceNow instance. I would recommend discussing these options with your ServiceNow administrator or developer to determine the best approach for your specific use case.