Auto Completion of Workflow Steps

Owned by Clea Boyd-Eedle (Unlicensed)
Feb 12, 2018

Under certain circumstances steps on a workflow will automatically complete.

  1. After an Approve step is actioned where the next step is a Send for Approval, the Send for Approval will auto complete. Deals with workflows with multiple approvals and means the person actioning the first Approve step then doesn’t have to manually action the next Send for Approval step
  2. After the Approve step is actioned where the next step is Queue to Send, the Queue to Send step will auto complete.


Note: Auto-complete will not fire on a Send from Approval step after an Approve step if a User needs to be selected for the next Approve step – otherwise there’s no opportunity for that User to be selected.