Delegating Activities

You can delegate activities from the general activity execution view or any activity table.

Delegating Activities from the Activity View

In case you have the permission to delegate the according activity to other users, the Delegate icon in the Activity View tool bar is enabled in the Workflow Execution Perspective. Please refer to section Authorization of chapter Specifying Activity Properties in the Business Process Modeling Handbook for detailed information on this permission.

To delegate an activity click the Delegate icon Delegate an Activity in the toolbar.

This opens the delegation dialog, where you can choose to whom you like to delegate the activity. Please refer to section Using the Delegation Dialog for detailed information about the settings in this dialog.

Note:
Please note that delegating to departments is not supported from the activity execution view as the activity is already activated.

Delegating Activities from an Activity Table

Delegating Activities from the Toolbar

In case you have the permission to delegate activities, which are selected in an activity table, to other users, the Delegate icon is enabled in the toolbar. Please refer to to section Authorization of chapter Working with Process Definitions in the Business Process Modeling Handbook for detailed information on this permission.

To delegate the activities, select them in the table and click the Delegate button.

Delegate Selected Activities.
Figure: Delegate Selected Activities

This will open the Delegation Dialog, where you can choose the user(s) or role(s) you want to delegate the activity(ies) to. Refer to section Using the Delegation Dialog for details.

Delegating Activities from the Actions Column

In case you have the permission to delegate an activity to other users, the Delegate option in the Actions column of this activity is enabled in an activity table.

To delegate an activity, select the Delegate Delegate option in the Actions column menu.

Delegate
Figure: Delegate the Activity.

This will open the Delegation Dialog, where you can choose the user(s) or role(s) you want to delegate the activity to. Refer to section Using the Delegation Dialog for details.

Using the Delegation Dialog

The Delegation Dialog displays a list of possible users, roles, organizations and departments that are valid for the selected activities to be delegated to.

Delegate Dialog
Figure: Delegate Dialog

Filtering

The Delegate Activity dialog allows you to search for specific participant by entering the partial text of the name. You do not have to enter full name.

You can perform the search:

In the Delegate Activity dialog, click on the Search for Participant link and enter the search text in the Participant entry field. Start typing the search pattern and the search results with the roles, users, organizations or departments matching the pattern are displayed in the drop-down list. You can use the wildcards * and % before and after a typed text part. Please note that the search is per default case-sensitive with the exception of the first letter. You can change to case-insensitive search by setting the property Carnot.Client.Search.CaseSensitive in your carnot.properties file to false.

To apply a filter, select the name in the list and click OK.

Note:
Please note that the results are displayed while typing, thus do not use the Enter key. Pressing the Enter key results in clearing the resulting drop-down list.

Filter by Roles
Figure: Filtering

Restricting by Account

You can also restrict the list by the type of account. From the Type drop-down list, choose which type should be displayed in the list:

Filter Types
Figure: Select Filter Types

Picking the Participant from List

To pick the participant from a list, click Pick from List.

Pick from List
Figure: Pick participant from list

A list with all participants you have the option to delegate the activity to, is provided, where you can select the participant.

List of participants to select.
Figure: List of participants to select.

Delegating Quality Assurance Activities

Note that in case you like to delegate quality assurance activities, which are in quality assurance state, the list is restricted to participants in the participants subtree of the QA Participant defined for this activity in the modeler. For details on defining the quality assurance participant for activities, refer to section Quality Assurance of chapter Specifying Activities in the Infinity Process Platform Documentation - Developer Handbook. Quality Assurance of chapter Specifying Activities in the Developer Handbook.

List of QA participants
Figure: List restricted to quality assurance participants.

Choosing the User, Role, Organization or Department

Select the user, role, organization or department to delegate the activity or activities in the list. The selection is highlighted.

Delegate User or Role
Figure: Delegation Selection

Scoped Participants

Scoped participants are displayed in the following way:
Role Name (department.[parent department.[..]])

Scoped Organizations are displayed as follows:
Organization Name (department.[parent department.[..]])

Default departments are marked with a ? following the organization or role name.

In case the performer of the activity is a scoped participant in a department and he has the permission to delegate to another department, also the available departments are displayed.

Delegate User or Role
Figure: Departments and scoped Roles

To start the delegation and close the dialog and click OK. Select Cancel to cancel the delegation.

Delegation to Departments

Note that if the activity has been explicitly delegated to a user worklist or has been activated by a user, delegation to another department is not possible and thus departments are not available in the list.

Show All Participants

The check box Show All Participants provides the option to view the list of all users, roles, organizations and departments:

checkbox enabled
Figure: Show all Users, Roles and Organizations.