Good afternoon. Could you please tell me how to set up the delegation function from one user account to another?
The only thing I managed to do was substitute the user ID. In this case, the process becomes visible in the inbox, but when trying to open the approval page, it shows “No permissions.”
I need to set up temporary delegation for cases when one employee substitutes another, so that the assigned user in the workflow is automatically replaced by the delegate during that period.
As part of workflow design, you could assign the workflow step to a Role (lets’s call it Delegate) alongwith the User assignees. For delegation, any user added to that Role will be able to complete the workflow step from their inbox. If you need more help please get in touch with us via the support channel.
That sounds like there is a permissions issue between the (now) assigned substitute has and the page you have the Inbox / Entry Details page on. Review the following doc links, and if they don’t help you find the solution please reach out via a Support Ticket with the email registered to your license and we’ll help investigate further.
For a case like that, you will probably want to customize via the gravityflow_step_assignees filter. Some potential ways you could tie that in would be:
Create a separate form that employees identify the employee and delegates by User ID along with dates. The filter would then use the GFAPI::get_entries function to find if each assignee (defined via step settings) has a current delegate and add them to the step assignees.
A similar approach to that could use something tied into the WordPress User Meta table. This approach might be more appropriate if you have a separate HR system where employee data is synced into WordPress from and that delegate information is already maintained?