Why is it not possible to select the specific certifier in a workflow in PromoMats?
A user is part of the Country XX-Signatory group. The Workflow Owner wants to start the certification workflow. However, the specific user cannot be selected for the Medical Promotional Certification task.
The certification workflow task is assigned to a different role.
The following steps can be performed by an Admin user only.
To check the workflow configuration:
- Open the certification workflow.
- Find the specific certification task.
- Check Send Task To:
Send Task To indicates what role a user must have in the document's Sharing Settings for a user to be selected for the task.
Vault Help Documentation: Workflow Task Step
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