---
availability: INSTALLABLE
description: A plugin that lets a user assign a delegate during their PTO / time away
from work.
installation_asset_uuid: 40d78d1d-9caf-43e2-a208-dd7e8848a7a4
name: Assign a Delegate
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43%2BAM%22%2C%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EI+am+going+on+PTO%2C+I+have+to+delegate+my+work+to+David%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESearching+for+users+named+%5C%22David%5C%22+in+%3Cb%3EServiceNow%3C%2Fb%3E.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EMultiple+Davids+Found.+I+found+several+people+named+David+in+the+system.+Please+select+which+David+should+be+assigned+as+your+delegate%3A%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3EDavid+Dan%3C%2Fli%3E%3Cli%3EDavid+Loo%3C%2Fli%3E%3Cli%3EDavid+Miller%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22David+Dan%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22David+Loo%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22David+Miller%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EPlease+choose+the+David+you+want+to+proceed+with.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EDavid+Dan%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESelected+%3Cb%3EDavid+Dan%3C%2Fb%3E+from+%3Cb%3EServiceNow%3C%2Fb%3E.+Proceeding+with+delegation+setup.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EWould+you+like+David+Dan+to+receive+your+meeting+invitations+during+this+delegation+period%3F%3C%2Fp%3E%3Cp%3E1.+Yes%3C%2Fp%3E%3Cp%3E2.+No%3C%2Fp%3E%3Cp%3EPlease+reply+with+the+number+of+your+choice.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYes%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EWould+you+like+all+notifications+to+be+sent+to+David+Dan+as+well%3F%3Cbr+%2F%3E1.+Yes%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E2.+No%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EPlease+reply+with+the+number+of+your+choice.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYes%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EWould+you+like+David+Dan+to+handle+your+approvals+during+this+delegation+period%3F%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E1.+Yes%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E2.+No%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EPlease+reply+with+the+number+of+your+choice.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYes%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EWould+you+like+David+Dan+to+handle+your+assignments+during+this+delegation+period%3F%3Cbr%3E1.+Yes%3C%2Fp%3E%3Cp%3E2.+No%3C%2Fp%3E%3Cp%3EPlease+reply+with+the+number+of+your+choice.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYes%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ETo+complete+the+delegation%2C+please+provide+the+%3Cstrong%3Estart+date%3C%2Fstrong%3E+and+%3Cstrong%3Eend+date%3C%2Fstrong%3E+for+this+delegation+period.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EStart+on+Monday+till+next+Friday%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EDelegation+request+for+David+Dan+submitted+to+%3Cb%3EServiceNow%3C%2Fb%3E.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYour+delegation+request+is+complete%21+Here+are+the+details%3A%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EDelegate%3A%3C%2Fstrong%3E+David+Dan%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EDelegation+period%3A%3C%2Fstrong%3E+September+8%2C+2025+to+September+12%2C+2025%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EApprovals%3A%3C%2Fstrong%3E+Delegated%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EAssignments%3A%3C%2Fstrong%3E+Delegated%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EMeeting+Invitations%3A%3C%2Fstrong%3E+Delegated%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3ENotifications%3A%3C%2Fstrong%3E+Delegated%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22Delegation+for+David+Dan%22%7D%5D%7D%5D%7D%5D%7D
solution_tags:
- IT
systems:
- servicenow
---
## **Introduction:**
The **Assign a Delegate** plugin enables seamless assignment of ITSM tasks and approvals to delegates during employee absences through the Moveworks AI Assistant. Users can quickly designate a delegate, set PTO dates, and specify task scope—allowing uninterrupted workflow without manual ServiceNow configuration.
This guide will walk you through installing and configuring the plugin in **Agent Studio** in just a few minutes.
Let’s get started!
## **Prerequisites :**
- Access to Agent Studio
## **What are we building?**
### **Agent Design**
This [purple chat](https://marketplace.moveworks.com/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43%2BAM%22%2C%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EI+am+going+on+PTO%2C+I+have+to+delegate+my+work+to+David%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESearching+for+users+named+%5C%22David%5C%22+in+%3Cb%3EServiceNow%3C%2Fb%3E.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EMultiple+Davids+Found.+I+found+several+people+named+David+in+the+system.+Please+select+which+David+should+be+assigned+as+your+delegate%3A%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3EDavid+Dan%3C%2Fli%3E%3Cli%3EDavid+Loo%3C%2Fli%3E%3Cli%3EDavid+Miller%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22David+Dan%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22David+Loo%22%7D%2C%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22David+Miller%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EPlease+choose+the+David+you+want+to+proceed+with.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EDavid+Dan%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESelected+%3Cb%3EDavid+Dan%3C%2Fb%3E+from+%3Cb%3EServiceNow%3C%2Fb%3E.+Proceeding+with+delegation+setup.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EWould+you+like+David+Dan+to+receive+your+meeting+invitations+during+this+delegation+period%3F%3C%2Fp%3E%3Cp%3E1.+Yes%3C%2Fp%3E%3Cp%3E2.+No%3C%2Fp%3E%3Cp%3EPlease+reply+with+the+number+of+your+choice.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYes%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EWould+you+like+all+notifications+to+be+sent+to+David+Dan+as+well%3F%3Cbr+%2F%3E1.+Yes%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E2.+No%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EPlease+reply+with+the+number+of+your+choice.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYes%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EWould+you+like+David+Dan+to+handle+your+approvals+during+this+delegation+period%3F%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E1.+Yes%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E2.+No%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EPlease+reply+with+the+number+of+your+choice.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYes%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EWould+you+like+David+Dan+to+handle+your+assignments+during+this+delegation+period%3F%3Cbr%3E1.+Yes%3C%2Fp%3E%3Cp%3E2.+No%3C%2Fp%3E%3Cp%3EPlease+reply+with+the+number+of+your+choice.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYes%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ETo+complete+the+delegation%2C+please+provide+the+%3Cstrong%3Estart+date%3C%2Fstrong%3E+and+%3Cstrong%3Eend+date%3C%2Fstrong%3E+for+this+delegation+period.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EStart+on+Monday+till+next+Friday%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EDelegation+request+for+David+Dan+submitted+to+%3Cb%3EServiceNow%3C%2Fb%3E.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYour+delegation+request+is+complete%21+Here+are+the+details%3A%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EDelegate%3A%3C%2Fstrong%3E+David+Dan%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EDelegation+period%3A%3C%2Fstrong%3E+September+8%2C+2025+to+September+12%2C+2025%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EApprovals%3A%3C%2Fstrong%3E+Delegated%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EAssignments%3A%3C%2Fstrong%3E+Delegated%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EMeeting+Invitations%3A%3C%2Fstrong%3E+Delegated%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3ENotifications%3A%3C%2Fstrong%3E+Delegated%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22servicenow%22%2C%22citationTitle%22%3A%22Delegation+for+David+Dan%22%7D%5D%7D%5D%7D%5D%7D) shows the experience we are going to build.
## **Installation Steps**
We recommend setting up **ServiceNow** before installing this plugin. Please follow the [ServiceNow Connector](https://developer.moveworks.com/marketplace/package/?id=servicenow&hist=home%2Cbrws#how-to-implement) guide to configure the connection.
For this plugin, ensure the user has the following permissions:
**Required Permissions:**
- **Read access**
- to table: `sys_user_delegate`
- **Read access**
- to table: `sys_user`
Once the connector is successfully configured, follow our [plugin installation documentation](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for detailed steps on how to install and activate the plugin in **Agent Studio**.
## **Appendix**
### **API #1: Get User Details by User email**
```bash
curl --location 'https://<YOUR_INSTANCE>/api/now/table/sys_user?sysparm_query=email%3D<USER_EMAIL>&sysparm_fields=name%2Cemail%2Cemployee_number'\
--header 'Authorization: Bearer <ACCESS_TOKEN>' \
--header 'Accept: application/json'
```
**Query Parameters:**
- `USER_EMAIL`(string) – Email address is used to retrieve the user details.
- `sysparm_fields`(string) – Fields to include in the response
### **API #2: Get Delegate Details by User name or email**
```bash
curl --location "https://<YOUR_INSTANCE>/api/now/table/sys_user?sysparm_query=first_nameLIKE{{SEARCHTERM}}%5EORlast_nameLIKE{{SEARCHTERM}}%5EORemailLIKE{{SEARCHTERM}}%5EORnameLIKE{{SEARCHTERM}}" \
--header "Authorization: Bearer <ACCESS_TOKEN>" \
--header "Accept: application/json"
```
**Query Parameters:**
- `SEARCHTERM`(string) – Full or partial name or email used to search and retrieve the corresponding `user_id`.
### **API #3: Assign a Delegate**
```bash
curl --location 'https://<YOUR_INSTANCE>/api/now/table/sys_user_delegate' \
--header 'Accept: application/json' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer <ACCESS_TOKEN>' \
--data '{
"user": "{{user}}",
"delegate": "{{delegate}}",
"starts": "{{starts}}",
"ends": "{{ends}}",
"approvals": {{approvals}},
"assignments": {{assignments}},
"notifications": {{all_notifications}},
"invitations": {{meeting_invitations}}
}'
```
**Request Body Fields:**
- `user` (string) - Sys_ID of the user delegating permissions
- `delegate` (string) - Sys_ID of the delegate receiving permissions
- `starts` (date) - Delegation start date (YYYY-MM-DD format)
- `ends` (date) - Delegation end date (YYYY-MM-DD format)
- `approvals` (boolean) - Whether to delegate approval tasks
- `assignments` (boolean) - Whether to delegate assigned tickets
- `all_notifications` (boolean) - Whether to delegate all notifications
- `meeting_invitations` (boolean) - Whether to delegate calendar invites