Manage User Delegates in Service Portal (Easy and OOB)

[Paul Wydra III]

Hi all,

I have seen a few other posts around managing delegates in the Service Portal, most of which talk about creating a custom widget or record producer.

Instead of adding a widget or a new record producer, you can just add a link to your SP Header Menu for a list view of the Delegates table, with a link of /sp?table=sys_user_delegate&id=list.

This leverages the OOB list page, where an end user can create a New record or view the existing entries they have for delegates.

[pavankumary]

Hi Paul,

Thanks for your post!

we have similar requirement and trying to achieve in some different way. we have created a simple list on "sys_user_delegate" table and placed in User Profile page.

when user clicks on simple list "New" button, it redirects to form where user can fill user, delegate, start and end dates etc.. and when trying to save the record, record saved but with empty "delegate" value.

Note: This is working fine from tool view and failed with service portal. (record saved with empty delegate)

Could you please help me asap? it would be appreciated!

Thanks in advance! waiting for inputs

Regards,

Pavan

[Paul Wydra III]

Hi Pavan,

Can you share some screenshots on how it is setup, and what you are experiencing?

Also, can you confirm that the Delegate value is also empty if you view the new record from the Default UI?

Thanks.

[pavankumary]

Hello Paul,

1) we have a simple list on sys_user_delegate table and if we click on "View all" button it will redirect to list screen of delegations

2) Please find the below list of delegation screen and click on "new" to create new delegation record, and after saving, record saved with empty delegate.

Record saved with empty delegate.

Note: 1) This issue won't be occurred when i login with "admin" role.2) Issue was able to replicate only from service portal and from the tool, it is working for all users (able to save the records as expected)

Could you please help us asap as we got stuck with same?

Thanks,

Pavan

[Paul Wydra III]

Hi Pavan,

As the 'Delegate Test' user, if you click the dropdown arrow on the Delegate field, do users show up correctly?

OOB as an end user, this should work without issue. Can you confirm the URL that is used when you look at the Delegate form? It should start with something like: /sp?id=form&table=sys_user_delegate.

Thanks.