Hi Folks
We would like to automatically advance a workflow status when a user is in a specific group. We would like to configure this easily in the workflow. We are aware that we can create groups as objects and then solve this by following the object. However, this would mean that we would also have to create user groups as objects. We would like to avoid this.
Kind regards
Steve
If you have a Person/Employee object type you could add the group memberships to a property on those objects (Choose from list 'User groups'). Compliance Kit's User Synchronization module can do this automatically for you.
After this your workflow could include an automatic trigger such as Document Owner.User Groups = Managers to have the document move automatically forward if the person who is marked as the document owner is in the Managers group.
Andy is part of the Managers group.
In my workflow I have set an automatic transition. Owner is a property of type "Choose from list 'Employees'".
Now the document gets directly to the Approved state if Andy is marked as the document owner.
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