When configuring an Idea definition and its respective workflows/checklists, you are presented with a groups field under the Roles section. These Group fields are designed to control the approval order of the workflow.
In the example below, the following will happen when you submit this workflow for approval on an Idea.
- The C Management stakeholder, assigned to the Manager, will receive the approval request email first, according to the workflow group order configuration.
- After the Manager has approved the request, the system will forward the approval email to the next approval group, which is group 2 in this example. The request will then go to the Support stakeholder, assigned to the Support Agent.
It is important to note that like any other changes made to a workflow. Only workflows submitted after the changes will be affected. As a result, If the approval groups were configured after the workflow was submitted those groups will not affect submitted workflows. You will be required to recall it and Submit it again for the changes to take effect.