The group workflow contains users or roles arranged in steps like the steps used in thresholds. Group workflows let you set up segment specific workflows to use when a contract project has multiple segments, or when only one user or role must give an approval, such as a previously rejected payment form. Only one step in an entire workflow can have a group step. From your project settings page, select the contract workflow assignment group approver setup tab, and click the group approval button.
This will open the add group approver slide out panel for you to add a new workflow group. Enter the group approver name, the step title of the first step and, the users or roles for that step, then click add. The group and its Steps are added to the grid. To add another step, click the add another step link, and then enter the step title and its approvers.
Click add and repeat the step as necessary to add all steps in a workflow. You can change the order of steps by selecting the step and using the up and down arrows. If the step, created under the organization, is not available to edit, you cannot move its position. This approval group can be used as a step when setting up a contract, VCO, or payment form approval.
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