Delegate Requests Dialog

NOTE  This dialog box appears when you select multiple requests and then right-click and select Delegate. You can delegate multiple requests at the same time if they are of the same type and belong to the same product catalog.

Field

Description

Role to delegate list

Select the role that you want to delegate.

Primary option

Select to assign to the user primary responsibility for the request.

Secondary option

Select to assign the user as a backup to the user with primary responsibility for the request.

Leader option

Select to assign to the user sole responsibility for the request.

Delegate related items checkbox

Select to also delegate any related items.

Available users list

Select the user you want to delegate the request to.

Assigned users list

Select any user you want to remove from the request.

Assign button

Click to delegate the request to the user selected in the Available users list.

Replace button

Click to delegate the request to the user selected in the Available users list and to remove the user selected in the Assigned users list.

Remove button

Click to remove the user selected in the Assigned users list.

OK button

Click to complete the dialog box.

Delegating Requests to Users

Delegating Requests

Delegating Requests Using Drag & Drop