Granular Delegation Plugin : Duties field problem
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01-16-2024 04:34 AM
Hi,
I have a problem in the form of 'add delegation' in the portal. Duties is a mandatory field but i have no choice (just 'individual' but i can't select this value).
Someone can help me please ?
Thanks

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01-17-2024 07:07 AM
Hello,
I believe that is because you need to create Delegation Rules and then Delegation Rule Categories that are tied to the Rule - when using Granular Delegation.
Here are some links to help you learn about Granular Delegation and how to set it up:
Granular Delegation
Exploring Granular Delegation
Setting up Granular Delegation
Hope these help you - once you get into using granular, it is really good!
Thanks,
-Rob
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01-17-2024 07:33 AM
As @Rob Sestito mentioned, you need to configure those two relevant tables.
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02-05-2024 06:45 AM
hey how you are able to get the MY delegates on the portal view ,can you please help?
and when you assign a delegate does that delegate user is able to view tasks under his to do list? please let me know