Exit
  • Global community
    • Language:
      • Deutsch
      • English
      • Español
      • Français
      • Português
  • 日本語コミュニティ
  • 한국 커뮤니티
3

Conditional Signatories in Workflows

New Here ,
Feb 10, 2021 Feb 10, 2021

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?

TOPICS
Workflow designer
315
Translate
Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
no replies

Have something to add?

Join the conversation