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Are stages required for an Automated Workflow?

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Level 2

We are just getting into Automated Workflows. If all approvers review and approve simultaneously with the same deadline, is it necessary to set up each approver in a different stage? Could we just set it up as a single stage with three approvers as opposed to three stages, each with a single approver?

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Community Advisor

We put multiple approvers on a single stage all the time.

Now for us, we do have a second stage that is activated when all decisions are made on the first stage. This second stage is generally for the project manager in our case - it allows them to get a notification that everyone has completed their review and made a decision on the first stage, so they don't have to keep checking to see if all the approvers are done.

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Level 10

Hi Joe - totally! If you want everyone to look at it at the same time, I believe you can have up to 249 in a stage.

NOTE: If you are talking about Proof, you can just select the Basic option and then you don't even have to worry about building one. It will send to everyone list automatically.

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Level 2

Thank you. Since it's the same people all the time as approvers, it will probably save time to make it automated.