Delegation configuration tasks include the selection of some
system-level and Business Object attributes and setting up delegation emails
for approvals if required.
To configure Delegation:
- In the
CSM Administrator main window, select the
Blueprints category, and then select the
Create a New Blueprint task.
Note: If working on a saved Blueprint, open the existing Blueprint.
- In the Object Manager, select a
Major Business Object in the Object tree, and
then select
Edit Business Object, followed by
Business Object Properties.
- On the
General page, ensure that
Track Owner is selected in the
Tracking section. See
Set Record Ownership.
- In the
CSM Administrator main window, select the
Security category, and then select the
Edit security groups task.
- Select the
Business Objects tab and then select your
chosen
Business Object from the drop-down list.
- Select the check box for
Differents rights based on ownership.
This ensures that delegates can work on delegated records
for that Business Object
even if they do not ordinarily have security rights to do so.
The extra security rights are active
just for the period when the delegate works on an item. Also
the
Delegate of Owner check box is shown.
- Optional: If you want your security to be more specific,
clear the check boxes under
General and then select rights for
Delegate of Owner (and other types of
ownership) for
View/Edit/Delete for the Business Object and
View/Edit any fields you want to changes the
rights for.
- To configure emails so that delegates get notified by email when
they have been assigned an approval, see
Configure Delegation Emails for Approvals.
Important: Email notifications for delegated approvals is
a feature of the approvals process. There is no support for delegation emails
for any other types of Business Object.