Delegate Task

Concept

Built-in Tasks is a concept feature. It's still being developed and can change before it's released. It's available only when the site's license includes the Concept feature Tasks.

Audience: Low-code Engineers

Skill Prerequisites: Actions, Tokens

The assignee hands a task to another user, who becomes the assignee. The task remembers who delegated it, and that user keeps seeing it.

Typical Use Cases

• Hand a purchase check to a colleague before going on holiday
• Pass an order task to the buyer who knows the supplier best
• Build your own Delegate button, to any user or only to the members of the task's candidate roles

Don't use it to

• Give a task to someone as a Task administrator when you aren't the assignee. Use Assign Task or Reassign Task instead.
• Give the task back to all the members of its candidate roles. Use Unassign Task instead.

Related Actions

Action Name	Description
Unassign Task	The assignee gives the task back to its candidate roles.
Assign Task	A Task administrator sets the assignee.
Reassign Task	A Task administrator sets a new assignee, new candidate roles, or both.
Get Tasks	Lists the tasks a user delegated, with the Delegated by me view.

Input Parameter Reference

Parameter	Description	Supports Tokens	Default	Required
Task Id	The id of the task, usually a token such as [Id] in a grid row.	Yes	empty	Yes
User	The user to delegate the task to: a user id, username or email.	Yes	empty	Yes
Comment	Why the task is delegated. The event workflows get it as [Comment]. It isn't saved on the task.	Yes	empty	No
Only Candidates	When checked, the task can only be delegated to members of its candidate roles, as the Delegate button of My Tasks does. When unchecked, any user can be chosen.	No	false	No
Output Token Name	The name of a token, without brackets, that receives the task after the change, for example Task. See Task fields in tokens.	No	empty	No
On Error	Actions to run when the task can't be delegated. [ExceptionMessage] holds the reason. See Errors and refusals.	No	empty	No

Output

Token	Description
[<Output Token Name>]	The id of the task.
[<Output Token Name>:Assignee], [<Output Token Name>:DelegatedBy] and the other fields	The task after the change. See Task fields in tokens.

Considerations

• Only the assignee may delegate. An escalation step's workflow acts as the system, which may delegate any task. The task then shows the previous assignee as the one who delegated it.
• Who delegated it. The task keeps the user who delegated it in [<Output Token Name>:DelegatedBy]. That user keeps seeing the task, read-only, under Delegated by me in My Tasks. Delegating again replaces it. Unassigning, assigning or reassigning the task clears it.
• What stays. The status and the candidate roles don't change. An In progress task stays In progress.
• Outside the candidate roles. Without Only Candidates, the new assignee may be outside the candidate roles. They can complete or delegate the task, but they can't unassign it.
• The Assigned event. The workflow the type binds to Assigned runs with the reason delegate, the previous assignee and the comment.

The action can fail with these messages, besides the ones in Errors and refusals:

Message	Why
Only the assignee can delegate this task.	The user running the action isn't the assignee.
Choose a user to delegate the task to.	User is empty.
No user matches "<value>".	User is a username or email that matches no user.
Choose another user to delegate the task to.	User is the current assignee.
User #<id> does not exist.	User is a user id that doesn't exist.
This task has no candidate roles, so it cannot be delegated here. Ask a Task administrator to reassign it.	Only Candidates is checked and the task has no candidate roles.
You can delegate this task only to a member of its candidate roles.	Only Candidates is checked and the user isn't in a candidate role.

Examples

tip

To understand how to use the below examples, please see Running Examples.

1. Delegate to a colleague from the same roles

Add this action to a button of a form with a TaskId field, a Colleague field holding a username or email, and a Note field. Only members of the task's candidate roles are accepted.

{
    "Title": "Delegate Task",
    "ActionType": "PlantAnApp.Tasks.DelegateTask",
    "Description": "Hand the task to a colleague",
    "Condition": null,
    "Parameters": {
        "TaskId": "[TaskId]",
        "User": "[Colleague]",
        "Comment": "[Note]",
        "OnlyCandidates": true,
        "OutputToken": "Task",
        "OnError": [
            {
                "Title": "Display Error Message",
                "ActionType": "ShowError",
                "Parameters": {
                    "Message": "<p>[ExceptionMessage]</p>"
                }
            }
        ]
    }
}

Revised 11/12/2026