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When triggering workflows using an automated step (like vendor invoice automation), you would want to use one of the fields in the actual record as the origin of the hierarchy when doing assignments.


The person requesting the invoice should be the base for the hierarchy.


Today only workflow originator (the system account) or the workflow owner (worker creating the workflow) is possible to choose.

Category: Workflow
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F

Got same issue when escalating an approval step in the workflow.

It should be escalated through the hierarchy, but started from the Workflow Item Owner.

Category: Workflow