There are a number of scenarios in which you must transfer the responsibility for resources various situations where you may need to transfer resource responsibilities from one person to another, such as when a person an individual is leaving the company or , changing departments, or taking an extended leave of absence. In such cases, it is inefficient to transfer each type of object for which the person is responsibleTransferring each object type individually can be inefficient. Instead, you can use the Transfer Resource Owner workflow to efficiently transfer all of the objects for which the person is responsible to another person using the Transfer Resource Owner workflow.
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| contentByMode | {"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n <div class = \"bd-callout bd-callout-success\"><p>If you want responsibility to transfer only to the \r\n person's manager, you can set a parameter on the workflow. Otherwise, by default, you are \r\n prompted to select the person who is to be the new responsible party.</p>\r\n\r\n<p>You can also set up this transfer to happen automatically within a planned leaver event. \r\nSee <a href=\"https://dotnetworkflow.jira.com/wiki/spaces/EAGV21/pages/1859878965/Planned+Leaver+Events+Advanced+Termination\">Planned Leaver Events (Advanced Termination)</a> for more information.</p>\r\n</div>","javascript":"","css":""} |
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Set the workflow parameter for a person’s manager
If you want to automatically transfer responsibility for resources to that a person’s manager, you can do so by setting set the TransferOwnershipToManager parameter on the Transfer Resource Responsibility workflow.
On Expand Low Code/No Code Workflow on the navbar
, expand Object Administration and select Low Code Workflows.
Select the Workflow tab and search for Transfer Resource Responsibility.
Click the Display Name link for the workflow.
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Image AddedExpand the Request Workflow Parameters accordion and click the Edit button for TransferOwnershipToManager.
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Image AddedSet the Value to true and click Save.
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Transfer responsibilities
to another personOn the navbar, expand Identity Administration and select People.
In the Actions pane, click the Transfer Responsibility action link.
Image RemovedNavigate to the portal for the Resource Admin app in your environment.
In Resource Admin, select People and then select the Workflows tab.
Search for Transfer and then click Transfer Responsibility.
Image AddedSearch for the person from whom you want to transfer responsibility for resources. Please note that the search returns only users who are currently responsible parties for one or more resources.
Click the record for the person to select that person, and then click Submit.
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