Trigger certain checkpoints only, if the criteria is met, based on dynamic field inputs. An example would be to let your Teamlead approve, if a discount of more than 5% is provided.
Semi-related, customer today mentioned wanting to exclude certain DFs from approvals. Use case: some fields really don’t matter for approval purposes and can be messed up easily (customer’s company registration number, contact phone numbers / emails in the contract, etc.)
Customer doesn’t want to have to re-do approval process whenever a contract gets through with the wrong e.g phone number
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Brendan Lynch
Aug 24
Semi-related, customer today mentioned wanting to exclude certain DFs from approvals. Use case: some fields really don’t matter for approval purposes and can be messed up easily (customer’s company registration number, contact phone numbers / emails in the contract, etc.)
Customer doesn’t want to have to re-do approval process whenever a contract gets through with the wrong e.g phone number