# Delegations

## Delegation list screen

<div align="left"><img src="https://4110701782-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LQ0OuyalhD4eRB31PgV%2F-LQ0P-T4HIR4NuuKqbhT%2F-LQ0P4z7OVNXZkUK81Zx%2Fdelegation_list_screen_624x426.png?generation=1540843160924339&#x26;alt=media" alt=""></div>

## Menu banner

| Links          | Remarks                                                  |
| -------------- | -------------------------------------------------------- |
| New delegation | Displays a blank delegation form to add a new delegation |
| Refresh        | Refreshes the delegations list                           |

## Filters

| External filters | Remarks                                                                                         |
| ---------------- | ----------------------------------------------------------------------------------------------- |
| Process          | Displays the delegations of the selected process (only active or archived processes are listed) |

| Filter on      | Remarks                    |
| -------------- | -------------------------- |
| Participant    | Filter by participant      |
| User           | Filter by user (delegator) |
| Delegated user | Filter by delegated user   |

## Delegation list

| Column         | Remarks                                                                        |
| -------------- | ------------------------------------------------------------------------------ |
| Process        | Process name                                                                   |
| Participant    | Participant name                                                               |
| User           | User name (delegator)                                                          |
| Delegated user | Delegated user name                                                            |
| From ...       | Delegation start date (included); if not defined, the delegation is unlimited. |
| To ...         | Delegation end date (included); if not defined, the delegation is unlimited.   |

## Adding a delegation

When adding a new delegation, you can decide whether or not to send a notification email to the delegated user via the displayed message box.

A delegation is unique based on the process, the participant, the user, and the delegated user. This means that you cannot define multiple time periods for a given delegation.

You cannot define cross-delegations on overlapping periods between the same users on the same participant.

You cannot define multi-level delegations. If user A has delegated actions to user B, user B cannot then delegate these actions to user C.

## Deleting a delegation

Deleting a delegation does not delete the associated user.

## Process versioning

Delegations are process version-specific:

* New versions of a process copy all existing delegations where possible, based on matching participant names.<br>
* Since delegations can only be created for active processes, delegations are only carried forward when a versioned process is activated.<br>
* A delegatee can only see the delegator’s actions and requests from the version at which they were delegated the role, and going forward if copied by creating a new version and not changed subsequently.<br>
* When a user changes a delegation in the current version, it does not affect prior delegations performed for previous versions.<br>
* If prior version actions and requests also need to be delegated, an administrator must use the administrator delegation screen to add the prior versions' delegations.