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Participant
August 15, 2024
Question

Custom Workflow Roles

  • August 15, 2024
  • 1 reply
  • 357 views

We are in the process of creating a custom workflow for contracts and I wanted to know if it is possible for me to allow one recipient's role to be either an approver OR a signer? My department is creating the workflow and will launch it for others to use and follow, we do not want them creating their own. However depending on the type of contract someone may have to sign OR approve it. When creating the workflow it doesn't allow for me to select multiple roles on one recipient. All steps in the workflow will be required so that no one gets missed, I don't want to have to add that same recipient in twice first to approve it and then the agreement comes back to them to sign. I want there to be a choice for the role to editable to whoever enters the contract since they will know if the recipient needs to sign or approve it. 

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1 reply

mariahweyne
Inspiring
August 16, 2024

Yes, you can. But you need to add the twice in the workflow. Once as an approver and a second as a signer.