Improved Process Actions

Date
Feb 5, 2025
Plans
Enterprise
We’ve made process workflows more intuitive and efficient with updates to Send back and Reassign actions.
🔄 Flexible send back actions
Process Admins/Developers can configure who should be assigned when an item is sent back to a step in a process workflow.
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Approver – Assigns to only the user who last approved it at that step, ensuring continuity.
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Original assignees – Assigns to all users and groups originally assigned to that step, keeping collaboration seamless.
Process Admins/Developers can make this configuration in the process workflow settings. Check out the help documentation to learn more.
🔒 Reassignment restrictions
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Restrict reassignment – Limit item reassignments only to specific users or groups to ensure tasks stay on track.
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Inside apps – Limit item reassignments only to users in specific roles, giving teams more control over task handovers.
Check out the help documentation to learn more.