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Granular delegation

muktha1
Tera Guru

Hi friends,

 

Can anyone help me understand how exactly the delegate user criteria in a Delegation rule works ? When we specify a Delegate criteria in a delegation rule, I don't find a place where it shows only those users satisfying the criteria who we can select as delegates. Any help is deeply appreciated.

Thanks


1 ACCEPTED SOLUTION

Hi @muktha1 ,

 

Yes, just to give more context here,

 

Delegation rules: are your r set up, which table, who can be the delegate, delegator etc.. and you can only add users which meets the criteria (if you try to add other users it throws an error)

 

My Delegates : its the actual start, end time,, based on the selected delegate it would show all the applicable Delegation rule to pick.

 

HemanthM_0-1787243224554.png

 

Hope it helps!

Accept and hit Helpful if it helps.

Thank you,
Hemanth
Certified Technical Architect (CTA), ServiceNow MVP 2024, 2025,2026

View solution in original post

6 REPLIES 6

Hemanth M
Tera Sage

Hi @muktha1 ,

 

You can create or add existing under "Delegate User Criteria", if you click new -> you can add roles, groups even script logic.

 

HemanthM_0-1787232495692.png

HemanthM_1-1787232584720.png

 

 

Official ServiceNow doc details :

Link - https://www.servicenow.com/docs/r/xanadu/employee-service-management/granular-delegation/create-dele...

HemanthM_2-1787232698569.png

 

Hope it helps!

Accept and hit Helpful if it helps.

Thank you,
Hemanth
Certified Technical Architect (CTA), ServiceNow MVP 2024, 2025,2026

Hi Hemanth,

Thanks for your reply. My question is after we create the user criteria (Example- Delegates should be users belonging to Department A), where is it restricting us to select users other than department A? Please advise.

Thanks

Hi @muktha1 ,

 

You can do this/verify this in couple ways

1. Under the delegate tab (After you add the Delegate User Criteria) - you will only be see users meeting criteria i.e Users = Department A

HemanthM_0-1787236525472.png

 

Ex: I choose Department - "Accounting and Finance" and now i am able to see only users having this department to select under Delegate tab

HemanthM_2-1787236776340.png

 

 

2. you can go and create "My Delegate" with Start, End date and Pick a user(Delegate) and you only able to pick delegate rule matching user/delegate selected.

 

HemanthM_1-1787236613708.png

 

Hope it helps!

 

Accept and hit Helpful if it helps.

Thank you,
Hemanth
Certified Technical Architect (CTA), ServiceNow MVP 2024, 2025,2026

Hi Hemanth,

Thank you so much for your reply. One more quick question. Delegation rules will have many records. Each of them if they have delegate user criteria , that criteria is applicable for that particular condition in the delegation rule. In that case will My delegates  show all the users belonging to all the Delegate user criteria under the delegation rules?



Thanks