Add delegation rule tables

To create delegation rules, you must add a task table to the Delegation Rule Tables.

Before you begin

Role required: delegation_admin

Note: Adding a table to a delegation rule table does not automatically support delegation.

Procedure

1. Navigate to All > Granular Delegation > Delegation Rule Tables.

2. Select New.

   Note: Ensure you are in the correct scope you want to create delegation rules for. Only tables for the scope you are in appear.

3. From the Table list, select a task table from your current scope that supports delegation.

4. Select the Active option.

5. Select Submit.

What to do next

Next, create a delegation rule to specify the records that are available for employees to delegate. See Create delegation rules.