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

Hakim3
Kilo Contributor

Is this possible where only my Approver users will see this option or is it one fits all? 

Rashmi Kulkarni
Tera Contributor

Hai,

I have a requirement as below 

Ensure All users have ability to set delegates for their approvals on ESS portal under profile

Can someone help me with this ?

Hi there, the above solutions works, I'm using the New York instance. Now I'm trying to figure out how to delete a delegate.

Thanks

This works for me in Orlando. To delete a delegate, click on "My Delegates" on the SP Header Menu which will display your delegate list. Click on the list itself, which will display the form again. You should see "Delete" at the bottom of that form.

Delegate List:

find_real_file.png

Delegate Form:

find_real_file.png

How this is work for you? 

Could you please send me the URL? I want delegation with new, update and delete options but not getting....!  

If anyone have URL for the same please reply me.....!