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Ability to activate or lock a stage based on multiple "triggers"

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Level 7

9/1/17

In creating an automated workflow, we'd like the ability to activate or lock a stage based on multiple "triggers". For example, if I have an automated workflow with two stages directly related to each other, if the first stage is activated upon the creation of a proof, I want to lock that stage based on it reaching a deadline that I specify as well as whether a decision (or designated number of decisions) have been made. Right now, we have the ability to choose one or the other, but are not able to combine them.

In addition to this, once the second stage reaches the deadline of its parent stage (the first stage), I'd like there to be an additional check of whether a decision or number of decisions was made. If both criteria are met, the second stage is activated, but if not, the owner of the proof is notified that the second stage did not meet the criteria for activating a particular stage.

2 Comments

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Level 8

5/25/18

This could include a successor stage having multiple predecessors - activate stage C after BOTH stage a and stage b have been completed.

I've had a number of requests for 'all stages at once, EXCEPT compliance which is only after every other stage has approved'.

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Level 1

6/18/18

Agree with Barry. This would be a great help and speed up the review process.

Users would not have to continually check if a group of stages is complete before manually activitating the next stage.