Delegating workflows only to the users above delegator’s position hierarchy
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.
Nice One Dharmin
gud updates always from u Dharim
That's great to know. One more extension to the delegation feature.
Absolutely awesome work done here in this blog. Helps a lot with delegations of authority. Keep up the great work.
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...?