Manual Delegation in Nintex Workflow Cloud

  • 27 June 2022
  • 5 replies
  • 44 views

Userlevel 1
Badge +2

In this blog I am going to go through the recently released manual delegation feature for Nintex Workflow Cloud.  Please also refer to our how to guide Nintex-Workflow-Cloud-Task-Manual-Delegation-feature 



 



Manual Delegation



With a recent update in Nintex Workflow Cloud, we now have the ability for a user that is assigned a task to delegate that task to another user/s.  This only works for authenticated forms and it uses the assign a task to multiple users action. 



 





 



In the form settings make sure to have Nintex Mobile and My Nintex checked as the delegation will happen in My Nintex.



 





 



Then in the task settings, assign the task to the user/s that you would like to send the initial task and configure the task as you would normally.



 





 



Now let's verify that the delegation option is selected in the my Nintex settings for the workflow, by default it is selected.  If you do not wish to have delegation available in a particular workflow you will need to go to the my Nintex settings for that workflow and uncheck the Delegate tasks checkbox.



 





 





 



In order to delegate the task you will need go to the My Nintex section of Nintex Workflow Cloud and find the task you wish to delegate and click to open the task pane.  In the Active task click on the 3 ellipsis and select Delegate task.



 





 



In the Delegate Task section search for the user/s you wish to delegate the task to and click the delegate button.  You are also able to remove yourself the Initial assignee from the task during this step as well.  You may also include a message to the user the task is delegated to here as well if you wish. Once you have added the users you wish to delegate the task to click the Delegate button.



 





 



The user that the task was delegated to will then receive a task notification and will be able to action the task that was delegated to them.



 




5 replies

hi, is there any way to delegate the task to someone else other than by the person when they are logged into nwc?  for example, if someone is on leave there would be no way to delegate any tasks assigned to that person to someone else, and it doesnt appear to give the administrator an option to change it either.  i know the administrator can approve on their behalf, but that may not be suitable dependent on the situation.  cheers, thomas 

Userlevel 1
Badge +2

@thomaslarkin 



 



We do have a way for the business owner of that workflow to delegate the task as well, see my blog post on that here Delegate-Task-for-the-Business-Owner-Role-in-Nintex-Workflow 



 



 

hi @Marc_Wenning 



 



many thanks for this.  I am guessing that the task must be an assign to multiple users before this option appears too?

Badge +3

Ok, I posted a question on this just now but then found this article. 

I love this delegate feature but why is it that you can forward an email that goes out for a task with the FORM URL and anyone in company who clicks it and open the form can see and action the task? That means you can fwd the email to anyone to override a task and we want to disable this feature all together. 

We had the same issue in 365 with permissions and locking workflow tasks down by task owners etc. Can we disable this behavior so authenticated users that were NOT assigned the task cannot action the task? What is the point of assigning tasks to everyone and delegation feature if you can just share the email to delegate the tasks? Emails get forwarded within the company often and our task owners like the ability to click a link quickly and go straight to the form to action it vs going to Nintex Dashboard. 

Badge +3

Ok, I posted a question on this just now but then found this article. 

I love this delegate feature but why is it that you can forward an email that goes out for a task with the FORM URL and anyone in company who clicks it and open the form can see and action the task? That means you can fwd the email to anyone to override a task and we want to disable this feature all together. 

We had the same issue in 365 with permissions and locking workflow tasks down by task owners etc. Can we disable this behavior so authenticated users that were NOT assigned the task cannot action the task? What is the point of assigning tasks to everyone and delegation feature if you can just share the email to delegate the tasks? Emails get forwarded within the company often and our task owners like the ability to click a link quickly and go straight to the form to action it vs going to Nintex Dashboard. 

So after doing testing and trying to follow help documentation disregard my previous post - we were running tests as Global Admin so we were able to access tasks forwarded via email and action them.

Access Denied is what users get if you are not an assignee, business owner of the workflow or a global admin or owner of the workflow. 🙂 Jk jk guys, I was testing everyone. hahahaha

Reply