Workflow orchestration: Request (Intake)

At the Request or Intake stage of the workflow, you can configure the following settings:

General

  • Edit the step name
  • Toggle on Add bidder inputs to allow users to add bidder inputs when creating a Request 
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Figure 1. General configuration

Assignment

  • Directly assign users to take action on this step
  • Conditional assignment is not available for the Intake step
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Figure 2. Assignment configuration

Notifications

  • Configure which notifications will be sent for the Request
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Figure 3. Notification configuration