Workflow approver


Is there a way to use an email provided by a requester in a form to then use that email/person as an approver in a step in a workflow? If it cannot be done via the field is there a way for some one to add it manually during the workflow process?

Edit: Possible through Web Service/API?


Tags form workflow field approver
Asked by Michael Rodriguez on Tue 5/21/24 8:33 AM Last edited Tue 5/21/24 8:51 AM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Tue 5/21/24 9:07 AM

Hello Michael,

If this is asking what it sounds like, there is no way to set an Approver step's responsibility to be someone who is not a user in your TDX system currently.

If they *are* a user already, you can just have a custom Person attribute on your form and allow the requestor to pick that person, then configure the workflow step to assign based on roles, and choose that custom attribute as the role it uses.

Mark Sayers
Sr Support Consultant, CS

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