How to allow users to set their approval delegates from the Employee Service Center

[Vingilot]

We want to allow our approvers to set a delegate from the Employee Service Center. What is the easiest way to do this avoiding customization? Thanks

[pavankenche]

@Vingilot 

Steps to Allow Users to Set Approval Delegates from ESC (No Customization):

1. Enable the Delegation Plugin

   • Go to Plugins and activate:
     ✅ Delegated Approvals (com.glide.delegate.approvals)

2. Enable Delegation in Service Portal / ESC

   • Navigate to Delegation > My Delegates

   • Confirm the module is working in the Platform UI first.

3. Expose "My Delegates" in ESC

   • Go to Content Pages → Open your ESC homepage layout.

   • Add the "My Delegates" widget (or link to the /sp?id=my_delegates page).

   • Alternatively, add a shortcut tile or menu item pointing to:
     sp?id=my_delegates

4. Assign Required Roles

   • Users will need the delegate_approver role to set delegates.

5. Test the Functionality

   • Login as a user with approval rights.

   • Go to ESC → Access "My Delegates" → Add a delegate with start and end dates.

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This uses OOTB functionality with no major customization.
If this helped, please mark it as helpful ✅

[Vingilot]

Thank you, we will try that.