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Sage Construction Management Ideas Portal
Status Needs review
Categories Workflow
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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