How to update Delegation rule condition.

sibasundarsahoo
Tera Contributor

‎01-06-2025 07:18 AM

Hi

I need to small modification in condition on Delegation rule. it showing as read-only, so please how to edit these conditions.

 

sibasundarsahoo_0-1736176623060.png

 

 

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Viraj Hudlikar
Tera Sage

‎01-06-2025 07:25 AM - edited ‎01-06-2025 07:26 AM

Hello @sibasundarsahoo 

As per your image the top banner says "There are delegates using current rule. You will not be able to modify some fields for this rule while it is in use"

So, you can just deactivate it they try to edit it, once editing is done save and activate the rule.

If my response has helped you hit helpful button and if your concern is solved do mark my response as correct.
Thanks & Regards
Viraj Hudlikar.

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sibasundarsahoo
Tera Contributor
In response to Viraj Hudlikar

‎01-07-2025 07:22 AM

Yes I am trying after deactivated, still I am not able to edit condition.

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Viraj Hudlikar
Tera Sage
In response to sibasundarsahoo

‎01-07-2025 07:37 AM

Hello @sibasundarsahoo 

Before deactivation did you changed scope to proper application in which record is present? 
Give a try to clear cache of instance by cache.do in application navigator. Sometimes it can be a cache issue.
Also give a try from another browser to rule out usual issue we face over browser - This might be irrelevant but sometimes it works.  
Also, is that rule OOB and non-editable was there any top banner saying read-only cannot edit apart from banner showcased in snip? If yes, try to deactivate make a copy of same and try to keep edited version for your requirement.

If my response has helped you hit helpful button and if your concern is solved do mark my response as correct.


Thanks & Regards
Viraj Hudlikar.

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Runjay Patel
Giga Sage

‎01-06-2025 07:40 AM

Hi @sibasundarsahoo ,

 

You should have delegation_admin role in order to edit it.

 

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