The Delegation Dialog

The Delegation Dialog displays a list of possible users, roles, organizations and departments that are valid for the selected activities to be delegated to.

Figure: Delegate Dialog

• Filtering
• Restricting by Account
• Picking the Participant from List
• Choosing the User, Role, Organization or Department
• Show All Participants
• Paging

Filtering

The Delegate Activity dialog allows you to search for specific participant by entering the partial text of the name. You do not have to enter full name.

You can perform the search:

• For the User - by first name, last name and account ID
• For the Role - by name
• For the Department - by name
• For the Organization - by name
• For All Participants

In the Delegate Activity dialog, click on the Search for Participant link and enter the search text in the Participant entry field. Start typing the search pattern and the search results with the roles, users, organizations or departments matching the pattern are displayed in the drop-down list. You can use the wildcard * (and also % for users) before and after a typed text part. Please note that searching for users is non case-sensitive, whereas searching for all other participant types is case-sensitive.

To apply a filter, select the name in the list and click OK.

Note:
Please note that the results are displayed while typing, thus do not use the Enter key. Pressing the Enter key results in clearing the resulting drop-down list.

Figure: Filtering

Restricting by Account

You can also restrict the list by the type of account. From the Type drop-down list, choose which type should be displayed in the list:

• All Types
• Users
• Roles
• Organizations
• Departments

Figure: Select Filter Types

Picking the Participant from List

To pick the participant from a list, click Pick from List.

Figure: Pick participant from list

A list with all participants you have the option to delegate the activity to, is provided, where you can select the participant.

Figure: List of participants to select.

Delegating Quality Assurance Activities

Note that in case you like to delegate quality assurance activities, which are in quality assurance state, the list is restricted to participants in the participants subtree of the QA Participant defined for this activity in the modeler. For details on defining the quality assurance participant for activities, refer to section Quality Assurance of chapter Specifying Activities in the Stardust Online Documentation - Developer Handbooks. Quality Assurance of chapter Specifying Activities in the Developer Handbooks.

Figure: List restricted to quality assurance participants.

Choosing the User, Role, Organization or Department

Select the user, role, organization or department to delegate the activity or activities in the list. The selection is highlighted.

Figure: Delegation Selection

Scoped Participants

Scoped participants are displayed in the following way:
Role Name (department.[parent department.[..]])

Scoped Organizations are displayed as follows:
Organization Name (department.[parent department.[..]])

Default departments are marked with a ? following the organization or role name.

In case the performer of the activity is a scoped participant in a department and he has the permission to delegate to another department, also the available departments are displayed.

Figure: Departments and scoped Roles

To start the delegation and close the dialog and click OK. Select Cancel to cancel the delegation.

Delegation to Departments

Note that if the activity has been explicitly delegated to a user worklist or has been activated by a user, delegation to another department is not possible and thus departments are not available in the list.

Show All Participants

The check box Show All Participants provides the option to view the list of all users, roles, organizations and departments:

• If Not Selected::
  In case the checkbox is not selected, which is the default behavior, the list is limited to the users, roles and organizations with the permission to perform the activity, as well as the departments the current performer has the right to delegate to.
• If Selected::
  In case you select the check box, all users, roles and organizations are displayed together with the valid departments. Note that the displayed departments are still restricted to those the current performer has the right to delegate to. If conditional performers are resolved to a model participant, this participant is also included in the list.

Figure: Show all Users, Roles and Organizations.

Paging

The Paging functionality, which is described in the section Paging of the chapter Stardust Portal Components, is provided to navigate through the list of participants.