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.