My K2 Worklist Actions - Delegate
The Delegate action represents sharing of a worklist item. No ownership transfer will be performed. The item still belongs to the Original user. Delegation is purely based on rights. The user can only perform the Actions that has been delegated to him. Only actions that are available to the Original user can be delegated. The Original user can still complete the task, which will remove the rights of the delegated user as well, and visa versa. If there is only one slot, the item is opened by the Original user. The item will show Allocated to the Delegated user as he don’t own a slot, and all slots have been allocated. The item will also show the actual user the item belongs to. (The same as with Worklist Sharing). Any action performed will be recorded as “..On behalf of …“
To delegate a work item to a different user click the drop down arrow in the Folio column and select Delegate. The Delegate Worklist Item window will open. Select Add Delegates(s).
Fig. 1. Delegate Worklist Item window
Select the user(s) and K2 Label and click OK.
Fig. 2. Select user
| Feature | What it is |
|---|---|
| User | Type part or the full name of the user, group or role the task is to be redirected to and click Check Names or click on the Browse button for a more defined search |
| K2 Label | Click on the drop down and select the K2 label to use in the search |
Select the Actions which the delegate may perform and click OK.
Fig. 3. Adding Actions
| Feature | What it is |
|---|---|
| Delegate | Displays a list of users the work item has been delegated to |
| Completed | The delegator can specify which actions can be performed by the delegate by selecting the check box under each action |
| Declined | The delegator can specify which actions can be performed by the delegate by selecting the check box under each action |
| Delegates Action | Select Add Delegate(s) to add a user as a delegate Select Remove Delegate(s) to remove a user as a delegate |
