# Delegations

## Delegations screen

In the left menu on the Administration Module home page, click ![](https://content.gitbook.com/content/KjZcMxkzmJaMCI7tSLjB/blobs/FdYFXOGZQqMr7Zp35dcH/left_menu_delegations_small.png) to display the **Delegations** screen.

<figure><img src="https://content.gitbook.com/content/KjZcMxkzmJaMCI7tSLjB/blobs/xO4oDiAiAhM4yk0HelYs/delegations.png" alt=""><figcaption></figcaption></figure>

## Menu banner

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

## Filters

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

| **Filter on** | **Remarks**                      |
| ------------- | -------------------------------- |
| Participant   | Filter by participant            |
| Delegator     | Filter by user who delegated     |
| Delegatee     | Filter by user to whom delegated |

## Delegation list

| **Column**  | **Remarks**                                                        |
| ----------- | ------------------------------------------------------------------ |
| Process     | Process name                                                       |
| Participant | Participant name                                                   |
| Delegator   | User who delegated                                                 |
| Delegatee   | User to whom delegated                                             |
| From        | Delegation start date; if not defined, the delegation is unlimited |
| To          | Delegation end date; 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 delegatee via the displayed message box.

A delegation is unique based on the process, the participant, the delegator, the delegatee, the begin date, and the end date. This means that you cannot define multiple time periods for a given delegation.

{% hint style="info" %}
As of WorkflowGen 8.0.3:

* You can define cross-delegations on overlapping periods between the same users on the same participant.
* You can define multi-level delegations, so if user A has delegated actions to user B, user B can then delegate these actions to user C.
  {% endhint %}

## 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.
* Since delegations can only be created for active processes, delegations are only carried forward when a versioned process is activated.
* 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.
* When a user changes a delegation in the current version, it does not affect prior delegations performed for previous versions.
* If prior version actions and requests also need to be delegated, an Administrator must use their delegation screen to add the prior versions' delegations.