delegate
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false
Delegate & Cartographer user guide
- Überblick
- Schnellstart
- Delegate
- Vertrauen und Compliance
- Governance
- Funktionen
- Cartographer
- Übersicht über den Kartenlegenden
- The Cartographer interface
- Erste Schritte mit je nach Info
- Working with existing automations
- AS-IS (Current Process) documentation
- Bereitstellen von Dokumenten für den Kartenpart
- Delegieren einer Aufgabe
- TO-BE-Design und PDD-Generierung
- Optimierung Ihres PDD und der Qualitätscheckliste
- Generating an SDD
- Sending SDDs to Automation Hub
- Delegate für Tests
- Referenz (Reference)
- Fehlersuche und ‑behebung
- Sichern und Wiederherstellen
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Tell Delegate and Cartographer which app to open for each kind of work, including file openers, mail and calendar handlers, and browser profiles.
Tell the agent which app to open for each kind of work, so it stops asking and just does the right thing.
Browser
| Einstellung | Beschreibung |
|---|---|
| Background mode profile | Which Chrome or Edge profile is used for background browsing. Requires the Delegate extension installed in that browser — otherwise no supported browser is detected. |
| PiP preview | Resets the picture-in-picture preview window back to its default position and size. |
| Benannte Browserprofile | Up to 3 profiles, surfaced to the agent so it can pick the right one for each task (e.g. Personal vs. Work). |
Named browser profile format
| Feld | Beschreibung |
|---|---|
| Name | Typische Beschriftung (z. B. „Persönlich“, „Arbeit“) |
| Profil | Browser und Profilverzeichnis (z. B. chrome:Default, edge:Profile 1) |
Format: <browserType>:<profileDirectory>
browserType:chromeoderedgeprofileDirectory:Default,Profile 1,Profile 2usw.
Finding profile directories:
- Chrome:
%LOCALAPPDATA%\Google\Chrome\User Data\ - Edge:
%LOCALAPPDATA%\Microsoft\Edge\User Data\
Apps
| Einstellung | Optionen | Beschreibung |
|---|---|---|
| File open handler | System, File Explorer, plus any detected code editor | Which application opens files when an editor is needed |
| Mail handler | System default, Outlook, Gmail, Custom | How email is sent |
| Calendar handler | Same as mail, System default, Outlook, Gmail, Custom | How calendar events are managed |
| Office suite | System, Office | Bevorzugte Suite für die Dokumenterstellung |
Code editors for File open handler are detected automatically, not offered as a fixed list — only editors actually installed on the machine appear as options. Detectable editors include Cursor, VS Code, VS Code Insiders, Windsurf, Sublime Text, Atom, Zed, and Notepad++.
Custom mail or calendar provider
When selecting Custom for mail or calendar, enter a provider name (for example, "Fastmail" or "ProtonMail" for mail; "Fantastical" or "Cron" for calendar).