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Delegate & Cartographer user guide

Delegating a task

Request input from a teammate on a Cartographer business process and review their reply before accepting it into the process.

Cartographer works with one primary user who drives the documentation and redesign process forward. That user can request assistance from other users in the organization, as long as they also have access to Delegate.

Prerequisites​

  • You have a Cartographer business process already in progress.
  • The teammate you want to involve has access to Delegate and belongs to the same UiPath organization and tenant as you.

Requesting input from a teammate​

  1. Select Delegate Task.
  2. State your request to the other user.
  3. Review the contextual information Delegate adds to your request.
  4. Edit the contextual information freely before sending, if needed.
  5. Share the link Delegate creates with the target user through any channel, such as Slack, Teams, or email.
  6. Wait for the target user to select the link. This opens Delegate on their machine and presents your question.
  7. Review their reply in your original chat, in the context of the business process.
  8. Accept the reply into the business process's knowledge, or reject it.

Result: Accepted replies become part of the business process's knowledge and inform the current stage of documentation. Rejected replies are discarded and do not affect the map.

Note:

The target user must be a member of the same UiPath organization and tenant as you, and is asked to sign in to that tenant before they can view your question.

Next steps​

  • Prerequisites​
  • Requesting input from a teammate​
  • Next steps​

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