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Delegate work items in a workflow

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Important

Customers using Human Resources, the functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.

Manually delegate a work item

To delegate an individual work item, select the Delegate option in the Workflow menu and then enter the user to be delegated to along with a comment. This will reassign the work item to that user so they can complete it.

Manually delegate multiple work items

Multiple work items can be delegated together from the Work items assigned to me page. The following workflow types are eligible for mass delegation: Purchase agreement approval workflow, Purchase order workflow, Purchase requisition review, and Vendor invoice workflow. The Delegate multiple work items feature is disabled by default and can be enabled in Workspaces > Feature management. Contact your system administrator for help with enabling this feature.

  1. Go to Common > Common > Work items > Work items assigned to me.
  2. Select the work items that will be delegated.
  3. Click the Delegate work items menu.
  4. In the User field, select the user to delegate the work items to.
  5. In the Comment field, enter a comment that explains why you're delegating the work items.
  6. Click the Delegate work items button to complete the work item delegation.

Automatically delegate work items

If you plan to be out of the office or otherwise unavailable to act on work items for a period of time, you can automatically delegate new work items to other users using the User options page.

Set up automatic delegation

  1. Go to Common > Setup > User options.
  2. Click the Workflow tab. Make sure the Delegation section is expanded. To configure the system to automatically delegate your work items to other users, you must create delegation rules, which specify when certain types of work items are delegated. Follow these steps to create a delegation rule.
  3. Click Add.
  4. In the Scope field, select an option:
    • All – Delegate all work items that are assigned to you.
    • Module – Delegate only the work items that are related to a specific type of workflow. If you select this option, you must select the type of workflow in the Name field.
    • Workflow – Delegate only the work items that are related to a specific workflow. If you select this option, you must select the workflow in the Name field.
  5. In the Name field:
    • For Module scope, select the target module.
    • For Workflow scope, select the target workflow.
  6. In the Delegate field, select the user to delegate the work items to. Use the Start date/time and End date/time fields to specify when you want the work items to be automatically delegated.
  7. In the Start date/time field, enter a date and time.
  8. In the End date/time field, enter a date and time.
  9. Select the Enabled check box to activate the delegation rule.
  10. In the Comment field, enter a comment that explains why you're delegating the work items.