Delegations administration
Manage task delegations for the whole organization from the Bonita Administrator Application.
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For Teamwork, Efficiency, Performance, Enterprise and Scale editions only. |
As an administrator, you manage the delegation rules of the whole organization from the Delegations page of the Bonita Administrator Application, under the BPM menu. This page lets you create, edit, and delete a delegation on behalf of any user, whereas each user manages only their own delegation from the Bonita User Application.
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The Delegations page is only visible to users with the Administrator profile. |
For what a delegation is and how it behaves during the active period, see How delegation works. The same rules govern every delegation, whether you create it here or a user sets up their own:
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Delegation only covers tasks assigned to the delegator, either taken manually or assigned automatically by an actor filter. A task that is only pending for a group is not delegated until someone takes it. |
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Delegation always applies at the root process level. If a process uses call activities (sub-processes), select the root process: a delegation set on a sub-process covers nothing, even for tasks that belong to that sub-process. Unfortunately it is not possible to list only the root processes for the end user as some processes may be used both as subprocesses and root processes and there is no way to know. |
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The delegate must have the same business data (BDM) access privileges as the delegator to open the task forms. Delegation does not grant these privileges automatically. If the delegate hits an access error on a form, an administrator can assign the appropriate permissions (e.g. through profiles or groups) so they can open the task forms. |
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A user can have only one delegation at a time. To cover a new absence, edit the existing delegation instead of creating a new one. The delegate and process list are kept, so you usually only update the dates. |
The delegations table
The page lists existing delegation rules only: users without a delegation are not shown. Each row displays the delegator and delegate (User → Delegate), the period with its day count, the number of delegated processes, the status, and the available actions.
Filter tabs All, Active, Scheduled, and Expired, each with a count badge, narrow the list by status. A search field filters by name, and you can change the number of rows per page. Expired rows are dimmed but remain editable and deletable.
Create or edit a delegation
Click + New delegation to open the delegation form, then fill in:
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User: the user whose tasks will be delegated (the delegator).
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Delegate: the single user who gains access.
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Start date and End date: the absence period.
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Processes: the processes to delegate. At least one must be selected.
Click Save to create the rule. Click Edit on any row to reopen the same form pre-filled. As on the user page, Save stays disabled while the form is unchanged.