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Nintex Workflow 2010 > Workflow Actions
Delegate Workflow Task

This action will delegate outstanding workflow tasks to a specific user.

This allows for escalation scenarios as seen below. In this example, an approval task is assigned to a user and after a specified delay, if the user has not responded, the task is delegated to another user.

To use the workflow action:

  • Locate the action in Workflow Actions Toolbox (located on the left hand-side);
    • Click on the Category listings to reveal the actions; OR
    • Search for the action using a keyword.
  • Select the action, drag it onto the design canvas and drop it onto a design pearl.

Alternatively

  • Left-clicking the pearl, mouse-over Insert Action and then the Categories to reveal the actions, click the required action from the list.

To change the settings used by the action:

  • On the action’s title click the down arrow to activate a drop-down
  • Select Configure; OR
  • Double-click the action's icon.

For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer.

 

 Options within this action

Action ID

Select a workflow variable that contains the ID of the Request action that is to be delegated. Only variables of type "Action ID" are listed.

To store the Action ID in the variable, configure the Store action ID in field in one of the following actions:  

Delegate after 

Specifies how long to wait before the task is delegated.

If the task is completed in this period, the delegate action will not take effect.

The total time is calculated by summing all fields, regardless of the Time calculation option selected. For example, 4 days and 4 minutes will be calculated as 96 (24x4) hours and 4 minutes. 

Time calculation

Specifies whether or not hours outside the work week should be included when counting down the Delegate after value.  

During business days only 

The During business days only option will specify that weekends or holidays are not included in the count down, but after hours on a business day are. 
Example:
  • The delegate task action starts counting down Friday morning and is configured to wait 1 day. (the work week is defined as Monday to Friday)
  • The task will delegate on Monday morning, weekends are not included in the count down.  

During business hours only 

The During business hours only option specifies that only business hours are used in the count down.
Example:
  • The delegate task action starts counting down Wednesday at 4pm and is configured to wait 4 hours (the work day is defined as Monday to Friday, 8am to 5pm)
  • The task will delegate at 11am on Thursday, after business hours are not included in the count down.   

Neither option 

If neither option is selected, all hours will be included in the count down.
Examples:  
  • The delegate task action starts counting down Friday morning and is configured to wait 1 day.
    • A task delegation will be sent Saturday morning, weekends are included in the count down.
  • The delegate task action starts counting down Wednesday at 4pm and is configured to wait 4 hours.
    • A task delegation will be sent at 8pm on Wednesday, after business hours are included in the count down. 

Delegate to

The user or group to delegate to. Manually enter the user name, or use the people picker to search.

To search for users, click on the address book icon to the right of the input box. The Select People and Groups dialog will appear:
The dialog allows the workflow designer to search for and/or add users to the Delegate to list by one or more of the following methods:
  • Internal Search: Entering a partial display name, email or user account name and clicking on the magnifying glass will provide a list of matching users and groups from SharePoint as well as Active Directory.
  • External email address: Enter an external email address manually. Where possible Nintex Workflow will resolve this to an actual user account.
  • Lookup: Provides the option of adding a dynamic reference as an approver. e.g. Workflow variable, list field.
Click the title bar to expand or collapse each option.  

Comments

Comments to be recorded when performing the delegation. These comments will appear on the workflow history page.

Enter the comments manually, or use Insert Reference to build the string dynamically at run time.

Apply to

  • All pending tasks: reassign all tasks that have not already been actioned to the delegate
  • First pending task: only reassign the first non-actioned task to the delegate, and all other pending tasks will be set to not required.