Delegations en AUTOMY

Knowledge Center — Admin Studio

By Lily Dominguez Guerra · 2026-07-24

This guide explains the Delegations option in AUTOMY Configuration from end to end: its purpose, the information it displays, how to use its controls, and what to validate before applying changes. 🧭 How to access Menu path Configuration → User Management → Delegations Application route /configuration/delegations ℹ️ Option and action visibility depends on the role, company, environment, plan, and tenant version. 🎯 Purpose and scope Temporarily or permanently transfer approval responsibilities when a user is absent or leaves a role.

Validate dates, pending tasks, and final owner.

Avoid overlapping delegations and confirm what happens to tasks when the delegation ends. 🖥️ Main screen Observed actions # Control Recommended use 1 Filter Use it only for the stated purpose and confirm the result before continuing. 2 Add Use it only for the stated purpose and confirm the result before continuing.

List information # Field or column How to interpret it 1 Status Value displayed for the record; use sorting or filters when available. 2 Type Value displayed for the record; use sorting or filters when available. 3 Delegation number Value displayed for the record; use sorting or filters when available. 4 Start Value displayed for the record; use sorting or filters when available. 5 End Value displayed for the record; use sorting or filters when available. 6 Approver user Value displayed for the record; use sorting or filters when available. 7 Reason Value displayed for the record; use sorting or filters when available. 🔎 Available filters Type Status User Start End Created date Created by Updated date Updated by Combine only the filters you need, select Apply , and use Clear filters before starting a different search. ✍️ How to work with this option Fields marked with (*) are required.

Fields observed when adding # Field or column Recommended use 1 Type (*) Enter a value valid for the company and review relationships before saving. 2 Absent user (*) Enter a value valid for the company and review relationships before saving. 3 Start (*) Enter a value valid for the company and review relationships before saving. 4 End (*) Enter a value valid for the company and review relationships before saving. 5 Reason (*) Enter a value valid for the company and review relationships before saving. 6 Delegate pending tasks Enter a value valid for the company and review relationships before saving. 7 Keep approver user Enter a value valid for the company and review relationships before saving. 8 Remove delegated tasks when finished Enter a value valid for the company and review relationships before saving. ✅ Recommended procedure Confirm the active company and environment.

Define the purpose of the query or change and its owner.

Apply filters to check whether the record already exists or to narrow the period.

Review relationships, permissions, and dependencies before creating, editing, enabling, or disabling.

Save only after verifying required fields and scope.

Return to the list, filter again, and confirm the result.

For critical changes, review related traces or evidence. 🔐 Security and governance Apply least privilege and separation of duties.

Do not copy secrets, tokens, credentials, or personal data into names, descriptions, screenshots, or tickets.