Allow users with administrator access to workflow tasks to delegate on behalf of other users. If a user is absence or terminated and has a pending task there should be a way to delegate the task to another user since the original user cannot.
Business owners can already delegate tasks on an assignee's behalf - this will cover the scenarios where the assignee is on leave or has left the organisation, and someone else needs to delegate the task. The screenshot that Jake added shows where a Business owner will delegate on behalf of an assignee.
The Administrator persona is more for broader tenant management, configuring settings and setting up federation. Business owners is the persona you want to give your users for delegation capabilities.
I agree with Jake, there definitely needs to be an administrator override for delegations, for instances when an employee unexpectedly takes leave or leaves the organisation, currently it seems no one can delegate their tasks.
More broadly, Business owners are intended to be custodians or overseers of a process, the users that hold the most context to the process and a keen interest in the progression of instances. On the other hand, Workflow owners are the builders and debuggers of a workflow, ensuring workflows can run to a successful completion. As such, it made the most sense to enable Business owners to delegate tasks for processes that they own.
You require Business Owner permissions, Administrators tend to only require intervention when business is unable to perform actions.
As a business owner you will get access to the Workflow tracking inside My Nintex, in there so long as the workflow is MyNintex enabled and the task is authenticated you will have the option to Delegate/Override the task.
Hi Keshia,
Business owners can already delegate tasks on an assignee's behalf - this will cover the scenarios where the assignee is on leave or has left the organisation, and someone else needs to delegate the task. The screenshot that Jake added shows where a Business owner will delegate on behalf of an assignee.
The Administrator persona is more for broader tenant management, configuring settings and setting up federation. Business owners is the persona you want to give your users for delegation capabilities.
For more information, the updated help documentation is here: https://help.nintex.com/en-US/nwc/Content/MyNintex/WorkflowTracker.htm#Manual
I agree with Jake, there definitely needs to be an administrator override for delegations, for instances when an employee unexpectedly takes leave or leaves the organisation, currently it seems no one can delegate their tasks.
Thanks Jake!
More broadly, Business owners are intended to be custodians or overseers of a process, the users that hold the most context to the process and a keen interest in the progression of instances. On the other hand, Workflow owners are the builders and debuggers of a workflow, ensuring workflows can run to a successful completion. As such, it made the most sense to enable Business owners to delegate tasks for processes that they own.
Hope this helps!
Hello,
This appears to be already possible as per:
https://help.nintex.com/en-US/nwc/Content/MyNintex/Permissions.htm
You require Business Owner permissions, Administrators tend to only require intervention when business is unable to perform actions.
As a business owner you will get access to the Workflow tracking inside My Nintex, in there so long as the workflow is MyNintex enabled and the task is authenticated you will have the option to Delegate/Override the task.