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Navigate to the "Delegate" tab within the Approval Path global settings to manage your delegation rules. Here, you can view, edit, duplicate, or archive existing rules. The interface provides a variety of tools to help you manage these rules efficiently:
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Viewing and Editing
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All delegation rules are listed here, and you can click on any rule to view or edit its details.
Each edition creates a new configuration version. Only the newest version is active, while others can be viewed in Configuration History.
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Duplicating
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Use the duplicate option to create a new rule based on an existing one, saving time and ensuring consistency in rule configurations.
Archiving
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If a rule is no longer needed, you can archive it for future reference. Once archived, the rule can only be viewed for its history and usage with their pre-archive configurations. Note that delegation rules cannot be deleted, only archived.
Filtering and Sorting
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Use the filter option to narrow down or extend your search based on selected projects, delegators, delegatees, and groups.
You can sort the view by start/end time and status to quickly find the rules you are interested in.
Viewing Active Delegations
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On the Delegation tab in global settings, users can see a list view. They may opt to view only active delegations which show records with status Enabled and within date range (now > start and now < end).
List View Sorting and Columns
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Users can sort the view by start/end time and status on the Delegation tab.
Users can view the delegator, delegate, groups, projects, and start/end dates, status, and actions (edited, duplicated, viewed for history and usage, and archived) columns on the list view.
Notifications and History
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Delegators will receive email notifications when a delegatee acts on their behalf.
A comprehensive history of all delegation actions is recorded under each delegation rule, which can be viewed for reference.