Delegate workflow

Available in: Tasks work area > Ribbon > Task > Edit

Use this dialog box to delegate a workflow node to another user. An additional workflow node with the name of the user is inserted in the workflow. You can specify whether you want to be notified after completing the workflow task.

Recipient

Search for the desired user or group in the Add user/group field. Suggestions will appear as you type.

Click the corresponding suggestion to select a user or a group.

Alternatively: If you click the triangle to the right of the Select user/group field, this will open a drop-down menu. The drop-down menu contains a list of the users and groups you selected recently.

Members of the group

If you select a group, you will see the group members in the Members of the group column.

Double-click the corresponding user in the Members of the group column to select a member of a group.

Cancel selection

To cancel the selection, click the X icon next to the selected user or group.

Notify after processing the node: If this check box is selected, you will receive a notification after the node is processed.

Name

Change the name of the task if required.

Comments

Write a note or a job instruction for the user you are delegating the workflow node to.

OK: Click OK to delegate the workflow.

Cancel: Click Cancel to cancel the action.

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