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Manage User Delegates in Service Portal (Easy and OOB)

Paul Wydra III
Tera Expert

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.

Screenshot from 2017-03-24 12-59-06.png

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

Screenshot from 2017-03-24 12-59-34.png

Screenshot from 2017-03-24 13-07-23.png

27 REPLIES 27

Mary T
Mega Expert

The New button is not showing for my non admin users - any ideas? developing this in London

divyakosaraju
Giga Expert

Hi Swapnil,

Your post is 8 months ago , but i have used the below URL to filter the list based on the logged in user dynamically and it worked for me. Hope this helps.

 

/sp?table=sys_user_delegate&id=list&filter=userDYNAMIC90d1921e5f510100a9ad2572f2b477fe

 

Note: I tried it in London.

Hi Divya,

 

Could you please let me know on where we should use this URL to filter only the delegates of logged in user.. I am wondering for a solution to this for long. 

 

Appreciate your help on this..

Hi Ashwini,

You can use it in service portal with a simple URL widget and apply the filter above

other option is create a module in platform view(fulfiller view ) and can add the URL

 

Please mark Helpful if this resolved your question

Thanks,
Divya

RC6
Kilo Contributor

Hello all,

 

Having had a similar requirement come up recently, I can confirm this works on Madrid.

 

I added 'My Delegates' to the SP Header Menu(screenshot)

 

Along with the below parameters:

Condition: gs.isLoggedIn( )

HREF/URL:  /sp?table=sys_user_delegate&id=list&filter=userDYNAMIC90d1921e5f510100a9ad2572f2b477fe

 

Hope that helps.

 

 

Thanks!