• Delegation

    By Herr Vorragend 2 decades ago

    Hi,



    has anyone a hint for me, how to use the workflow role, so that a delegate has access to already existing documents?



    I am looking for a delegation-solution.



    I don't want to choose the approver by creating the document. A groups as directory-role would fit, but I don't want to notify all group-members with mail.



    Example:

    Person1 was configured as the default approver (explicit name).



    A few weeks later this person could be temporary not available. So another person2 should edit the existing documents and sould be the new approver.



    Any idea?

    Thank you.

    • nice idea

      By Mark Demicoli 2 decades ago

      if I understand correctly you want the members of a team to be able to take over eachothers documents.



      hmm you've got me thinking. At present you could achieve this by:


      1. Create a Domino Group containing the team members.


      2. Create an Action called "Take Responsibility" which is available in Read mode (ie, the worflow option "Hide Action & Close in Read Mode" is unchecked).


      3. Write script in Procedures that checks if the current user is in the group created in step 1. If so, run code on the server which changes the assignee and refreshes the security/ waiting on (use the QAF API). Set the option Run With Manager Access so you can do the group check in the Client Script, and the code that reassigns the document in Server Script. On completion return a message to the user in TXTPROMPT telling them that the document will now close and that they need to reopen it to edit it.



        Well, that's not really a simple solution, well not incredibly anyway. I guess this sort of function could be built into QAF in the future, possibly, maybe! I can see it can be a good feature.



        QAF Roles could have a new checkbox called "Allow Self Delegation". Such Roles must point to Domino Groups. When a document is Waiting On a Role that Allows Self Delegation, a built-in action that does as above is available. It grabs the group from the Domino Directory and checks if the current user is in it, etc