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How to create workflow step with a role and specific resources as participants ?

Question
How to create workflow step with a role and specific resources as participants ?

 

Answer
Participants for a workflow step can be any one of the following, but you cannot mix the participant types:

  • resource
  • role
  • system-defined participants
  • configurable field participants

 

Instead, you can do the following:

  1. Create a step for the role that you want to set as the participant. 
  2. Create another step for the other resources that should be assigned to the step.
  3. Use a JOIN DECISION for the next step to combine the previous steps, and select the "One of the previous step is completed" option.