Delegate User not able to see HR Task under the "To Do" list in the portal.

Service_RNow · ‎06-05-2022

Hi Community,

HR Lifecyle Event Cases are assigned to X and its HR Tasks are also assigned to X.

Now, X can view the tasks under his "To Do" list in the Portal,

When X is absent and Y is delegate of X, then Y is not able to view the tasks of X under his "To Do" List in the Portal.

Note : - I already configured the "Granular delegation" but delegate user not able see the HR Task under his "To Do" list in the portal.

Anyone please help me with this scenario.

Community Alums · ‎06-05-2022

Hi @Ram Singh ,

Just having Granular delegation Plugin installed won't help you.

Follow the steps below:"

1. Navigate to Granular Delegation> Delegation Rule Tables:

Enter the table name as per your requirement.

Example: for cases it would be " sn_hr_core.case"

2. Once step 1 is completed and clicked on "Submit", it will automatically take you to create "Delegation Rules"

here you will need to mention the conditions as when you want the delegation to be happening.

checkboxes "assignment" and "approvals" should be checked as per your question here.

3. Finally, Navigate to Granular delegation> Create New Delegate

a>Fill the details here as for whom you are going to create the delegation for , since when and till when user will be delegated.

b>Save

c>Go to the Related list of " Delegation Rule", "Click "Edit" and add the delegation rule you want from Left to right slush bucket.

Example:

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep

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service buzz · ‎02-05-2024

@Community Alums Hi Sandeep I have configured the same as per your steps for HR Tasks and delegated to one of the user but he is unable to view the tasks under MY Tasks list ?

Could you please help

Community Alums · ‎11-06-2023

the delegation is for end users, not for the agents