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on 06-28-2023 07:44 AM
Hello Developers,
Have you observed that sometimes you receive emails in your instance even if you are not a member of any group that receives emails or have subscribed to any notifications?
It is as a result of ServiceNow's Delegate functionality.
What is Delegation?
Delegation is the power to assign other users to receive and participate in approvals, tasks that have been assigned to you or emailed to you, and copies of all email alerts that ServiceNow has provided to you in your absence.
What is Delegates?
Delegates are stored in the sys_user_delegate table.
If you want to make someone as your delegate then follow the below steps -
Open your instance and from banner go to User menu ->click on Profile -> Check related list - Delegate->User is available or not.
If the related list is not available then click on the context menu and configure Related List and then you can add it in the form. In the Delegate->User Related List you can add the new Delegate by clicking on New Button.
Below fields you can see on the Delegate form -
User - It will auto populate with Logged in user name. It uses the Dynamic Default Value named as Sender. Delegate - Select any user that you want to make your delegate. 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.
Starts - Delegates can start working from this date.
Ends - Delegates can end working till this date.
A delegate does not have delegation access outside of these dates.
Approvals - By selecting this checkbox you can delegate users for approvals. So that the user can approve tasks, items on your behalf.
Assignments - The delegate can view and work on tasks assigned to you.
All Notifications - Delegate will receive a copy of all emails sent to you, except those marked as Meeting Invitation.
Note: If the Approvals check box is selected but All notifications are not, the delegate does not receive approvals. You can use the Exclude delegates checkbox from the Who will receive tab on the Notification form if you don't want to send any important emails to the delegate.
Meeting Invitations - The delegate receives a copy of email notifications sent of the type Meeting Invitation.
Enhancement - I have created a notification on the sys_user_delegate table to notify the delegate whenever a user adds him or her as a delegate.
Please mark my article as helpful and bookmark if it helps you to understand Delegates in ServiceNow.
Thanks and Regards,
Namrata Ghorpade
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It is very easy to setup.
However, how does it work for the user that has been delegated?
I have tried it in our sandbox, but the user I delegated to get a notification that he has gotten the delegation from me.
But none of my approvals or tasks are visible to him
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Hi @Namrata Ghorpad ,
There is Granular Delegation as well. Do you know how the Delegation process you explained is different from Granular Delegation and what is recommended to be set up?
Thanks & Best Regards,
Shalini Jain
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Great article
I have a question. How do you make sure the person selected as the delegate has the proper roles? If I select someone to approve, that person needs to have an approver or business stakeholder role. If some works a task they need either ITIL or a task role. Doing either an approval or working a task requires some type of license.
I want to make sure that users cant select a person as a delegate that doesnt have the proper role
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Hi Namrata Ghorpade, great post.
One question: does this also work if you have an incident assignment rule for an agent A, who used the delegate during the period for it to be assigned to user B?
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Hi @Namrata ,
Being an admin i can delegate tasks of any user to any other user. Can we do the same without having an admin role so that any user can delegate to any other user tasks.
can you please help me in this?
Regards,
Chinnabadesaheb
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Hi @Namrata
Being an admin i can delegate tasks of any user to any other user. Can we do the same without having an admin role so that any user can delegate to any other user tasks.
Can you please help me in this?
Regards,
Chi
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I did following to enable user to delegate the approval/assignments before one goes on leave.
1) As mentioned by Namrata, add related list 'Delegate' in 'Self-Service' view of User Profile.
2) Created a custom page 'Delegate' and also a custom widget for showing the list of Delegates in 'Employee Center'. The custom widget was based on 'Data Table from URL Definition' (data-table-from-url), with fixed Data table with fixed query without giving flexibility to user to select table or ability to change filter.
3) set options not to show UI actions on the form page for Delegates in Employee Center.
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Hi, Assignments and Approvals are not visible to delegated users, unless they manually go into the record to approve. Can someone help me? Appreciate if someone may share their knowledge 🙂 Thanks!