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Filter out canceled requests/tasks from delegation

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Level 5

03-08-2022

Description - The new task/request delegation for when someone is OOO is great. However, on default (since this isn't something admins can change), it shouldn't include any tasks/requests in canceled status (the object or the project it lives in) from getting delegated. We had someone delegate while they were OOO and it delegated old canceled tasks since they were 0% complete. This feature should strip out anything canceled.

Why is this feature important to you - helps work keep going while people are OOO

How would you like the feature to work - see above in description. Just add this filter to the new delegation feature please!

Current Behaviour - it delegates anything incomplete from the delegator - it should not delegate anything in canceled status (or if project the task/request lives in is in Canceled either).

3 Comments

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Level 2

03-08-2022

We also use a cancelled task status too but ours equates to complete and automatically marks cancelled tasks 100%. Perhaps your task status is equating that to in progress instead?

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Level 5

03-08-2022

I think the new delegation feature delegates any request/task that they've been assigned that is not 100% complete, not based on progress status right? We don't want our canceled tasks as 100% bc don't want it to look like it was actually completed. I guess what this boils down to is if WF can't change this default on their end to not pull in anything Canceled status, can we have the ability on an admin level to modify what pulls into the delegation?

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Level 1

12-08-2022

Sharing here since it is somewhat related (in case anyone wants to upvote 😉). Personally I need delegated tasks to be able to pull into custom reports/lists before we can utilize (as we don't use the worklist).

 

https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/allow-delegated-tasks-to-pull-into-...