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Sage Construction Management Ideas Portal

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.