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Sage Construction Management Ideas Portal
Status Future consideration
Created by Tim Smith
Created on Apr 25, 2024

Workflow rule to allow mixture of AND/OR and Parallel/Sequential

Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which is all 3 or OR which is only 1 of them

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  • Blair Perry
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    Sep 24, 2024

    This would be very helpful for our team. We really need the ability to blend these options to succesfully create the kind of workflow that would help us add the appropriate controls on our system.