Delegating a Task from One User to Another

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About this task

When you delegate a task on the Task List Management page, you can specify the user the task is being delegated from, and the user the task is being delegated to. For information about delegating tasks from one of your inboxes, see Delegating Tasks. Delegation has no effect on the task's acceptance:

  • If you delegate an accepted task, the task continues to be accepted by the initial user. The initial user must release the task to enable the delegated user to accept it, as described in Releasing a Task.

  • A delegated task is not marked as accepted by the delegated user—the delegated user must accept the task as described in Accepting a Task.

    Important: When delegating a task, the users you delegate the task to must be granted the access and functional privileges required to work with the task type you are delegating. Otherwise, the task will not appear in the user's inbox, or the user may not be able to work with the task. For more information, see Configuring Task Access Permissions.

To delegate a task on the Task List Management page

Procedure

  1. In My webMethods: Navigate > Applications > Monitoring > Business > Tasks > Task List Management.
  2. Select the task or tasks you want to delegate.
  3. Click Delegate. The Delegate Selected Tasks dialog box appears.
  4. Use the Browse buttons to specify the user you want to delegate from and the user you want to delegate to. In the Select User dialog box:
    1. Use the controls in the Search panel to search for the user you want to accept the task for; for more information, see Working with the Select Principals and Select Users Dialog Boxes. The result of the search appears in the Available list.
    2. In the Available list, select the user name you want to work with, then click The Right Arrow icon to move your selection to the Selected list. You can specify only one user for delegation.
    3. Click Apply.
  5. Click Apply to delegate the task to the selected user.

Results

The delegation information for the selected task is updated in all locations where the task is viewed. The action is recorded in the task's audit log displayed on the Audit View tab of the task's Details page.

In the task inbox of the user that you delegate a task from, the task is marked with The Delegated From icon. In the task inbox of the user that you delegate a task to, the task is marked with The Delegated To icon.