Can a workflow be started only with certain tasks in PromoMats?
There are times when not all tasks need to be assigned in a workflow. This is indicated in the workflow start prompt.
If a task is optional, there is a checkbox next to it.
To not send a task in a workflow, deselect it. This causes the Search bar, below the task, to become invisible. In this example, the task is only sent to Legal.
NOTE: If this option needs to be implemented for a task, please note that only Administrators, Business Admins, or Vault Owners can update the tasks for the specified workflows.
Vault Help Documentation: Optional Document Workflow Tasks.
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