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.

[Paul Wydra III]

Hi all,

This method is intended to provide the functionality without the need for cloning or creating new widgets. One downside is once hitting Save, it remains on the form and does not redirect to the list view.

An alternative method can be creating a new list page, where you can link to a new form page with a cloned form widget to handle the redirection.

Blair, can you expand on the Save button not working? It should successfully save the record, but does not auto redirect the user back to the list view.

Thanks.

[Nitin_NOW]

Hello Paul

I have tried implemented this and can see the Delegates option on the Service Portal Menu. When user clicks on that, it opens the list view of delegates with 'New' button on top. However If we click on 'New' i see the fields for Approvals, delegate etc. but 'Starts' and 'Ends' looks like something below. Any thoughts why it is ?

There is no scope to enter the start and end date. So system is not allowing me to save the record as they are mandatory.

Any help is appreciated.

Thanks

[Swap5]

I am trying to add 'My Delegate' on the header and it should open only my set delegates.

by using sp?table=sys_user_delegate&id=list., it shows all the list of delegates. How to show only logged in user's list with 'New' UI action?  

Thanks in advance!

Swapnil.

[rewanthrr]

Hi Swapnil,

We have similar requirement. Have got got solution to filter down the list with logged in user?

Appreciate your help in advance!

Thanks,

Rewanth

[vyjayanth]

Seems like adding the below as a URL works, so you could build the link to load the data as per the logged in user

?table=sys_user_delegate&id=list&spa=1&filter=user%3DSys_id