When a user delegates other user then delegation should be automatically for Approvals only..

[Community Alums]

Hi All,

When a user wants to create delegation it should be only Approvals (automatically). There should not be any other options like Assignments/CC notifications/Meeting invitations. So that the delegation works only for Approvals and not other options.. By the way this should work in portal..

Help Me!!

[Community Alums]

HI @Sreedurga Mani Guda ,

1. Navigate to Self Service > My Profile.
2. In the Delegates related list, click New.

   Delegates related list

   

   If the list is not visible, configure the form to add the Delegate->User related list.

3. Select the Delegate (User).
4. Set the period of time.
5. Specify the responsibilities the delegate will assume using the following check boxes. You can delegate:
   • Approvals: The delegate can approve items on your behalf.
   • Assignments: The delegate can view and work on tasks assigned to you.
   • CC notifications: The delegate receives a copy of email notifications sent to you, except those marked as Meeting Invitation.
     Note: If the Approvals check box is selected but CC notifications is not, the delegate does not receive approvals.
   • Meeting invitations: The delegate receives a copy of email notifications sent of the type Meeting Invitation.

   Note: You must select an active user as your delegate. The instance only delegates to active users. You can remove delegates from this list at any time.

   Sample you can see below: Just uncheck Assignments/CC notifications/Meeting invitations for your requirement here:

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

[Community Alums]

HI @Sreedurga Mani Guda ,

Any update to this ?Any follow-up required? if not

Kindly mark the answer as Correct & Helpful both such that others can get help.

Thanks,
Sandeep