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Conditional Signatories in Workflows

New Here ,
Feb 10, 2021 Feb 10, 2021

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I have a form that will have between 3-6 signatories.

  • Signatory 1 - Always needed.
  • Signatory 2 - May or may not be needed. There is a checkbox on the form to indicate whether that signatory is needed.
  • Signatory 3 - May or may not be needed. There is a checkbox on the form to indicate whether that signatory is needed.
  • Signatory 4 - Varies, but within a fixed pool of 3 people (division heads).
  • Signatory 5 - Always needed.
  • Signatory 6 - Always needed.

Additionally, each of these people will need to select a radio button and some of them may provide comments into the form.

I am Signatory 1 and when everyone else signs, it will come back to me for processing.

What's the best way to approach this using Workflow for Signatories 2-4? Would I edit the workflow each time to add/remove Signatories 2-3 and customize Signatory 4? What happens if the workflow changes while a document is still being routed?

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Workflow designer

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