What Does It Look Like?
When setting node approvers, CC members, and child workflow initiators, you may need to set Member Field/Dept. Field as Auto-assign, or Head as Auto-assign.
Setting Rule(s)
When you set Auto-assign in the following scenarios, you can set Member/Members/Department/Departments fields like this:
Scenario/Field Type | Member/Members | Department/Departments | Head of Members and Departments |
Task Node Approver | Support Member/Members fields in a form/subform. | Support Department/Departments fields in a form/subform. | Support Member/Members/Department/Departments fields in a form. |
CC Member at CC Node | Support Member/Members fields in a form/subform. | Support Department/Departments fields in a form/subform. | Support Member/Members/Department/Departments fields in a form. |
CC Member at Task Node | Support Member/Members fields in a form/subform. | Support Department/Departments fields in a form/subform. | Support Member/Members/Department/Departments fields in a form. |
Initiator at Child Workflow Node | Support Member/Members fields in a form and Member fields in a subform. | Only support Department/Departments fields in a form. | Support Member/Members/Department/Departments fields in a form. |
I have finished reading. 🏆
👉I can't wait to SET APPROVERS.
👉I need more HELP in Discord Forum.