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Author's profile photo Dharmin Thakkar

Delegating workflows only to the users above delegator’s position hierarchy

Hello All,

A very common requirement from many SF customers was – Can we restrict delegation of the workflow to employees below or peer the delegator’s position hierarchy?

Currently, by a standard process, an employee can delegate the workflow to any user in the organization.

As delegation is an MDF object,  we need to configure a validation rule on the object –  Auto Delegate Config.

Steps to achieve this requirement :

Configure a rule on ‘Auto Delegate Config’ object. The rule states that if the position is below the user’s position in the hierarchy, then throw an error message.


In the below scenario, the hierarchy is (top to bottom) Aanya Singh > Charles Braun > Christine Dolan.


If Charles Braun tries to delegate the workflow to Aanya Sing, an error will be thrown. An error message will be ‘Kindly select an employee above your position hierarchy’

If Charles Braun tries to delegate the workflow to Christine Dolan, the delegation will be successful.





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      Author's profile photo baladeba behera
      baladeba behera

      Nice One Dharmin

      Author's profile photo Jwala Malyadri Garimella
      Jwala Malyadri Garimella

      gud updates always from u Dharim

      Author's profile photo Sai Krishna Chityala
      Sai Krishna Chityala

      That's great to know. One more extension to the delegation feature.

      Author's profile photo Lopa Chakraborty
      Lopa Chakraborty

      nice blog

      Author's profile photo Sohan Inamdar
      Sohan Inamdar

      Hi Dharmin,

      Absolutely awesome work done here in this blog. Helps a lot with delegations of authority. Keep up the great work.

      Author's profile photo hari bhoopathy
      hari bhoopathy

      Hi Dharmin,

      Nice blog!!

      I have a query, can the same logic be applied to standard delegate function (Not auto delegate). That is, the delegate option available on the workflow approval page.

      Also, I am assuming that, this rule logic, does not need any assignment right...?