Form Delegation Element Properties
The Form Delegation element allows a designated person (delegate) to complete a form on someone’s behalf.
The form is routed along the workflow process only after it is first reviewed and approved by the delegate. The designator will then receive a notification that a form has been completed.
If this control is added then when user opens the form template to launch it, ‘Delegate’ button will be visible in place of ‘Save and Route’ button. User will add data to the form and will select or provide a user to whom they want to delegate the form. Once they click delegate button, a draft will be the create. Only the user to whom form is delegated can Save and Route this draft after reviewing the form.
For Form Delegation Control, if User 1 delegates a form to User 2 for routing, User1 is the document creator and User 2 is the process creator.
Based on the current Form Delegation Control design, User 2 will not have permissions for the document. If you need to provide document permissions to User 2, use the UpdateItemPermission plug-in or start node of the workflow to provide permissions. User 2, who is routing the form (initiating the workflow), will then have permissions.
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Related topic: Element Properties
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Property |
Description |
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Use Form Value |
True: Allows you to specify the user in the form field defined in Field property. False: This control will be rendered as a drop-down and all the users who have access to the current app will be displayed in a drop-down. The form will be delegated to the selected user. |
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Field |
Required if Use Form Value is set to True. Name of the field in which the value will be held in the form. Specify the Username, Email, or Display Name of the user to whom we want to delegate. |