Run Initiator Role
Overview
You can automatically assign steps to the person who creates the run by using the Initiator role. This option is available when assigning workflow steps in Manifestly on the workflow edit page.
How it works
The Initiator role is a new assignment option you can apply to a workflow step. When you select this role and then create a new run, the assigned step will belong to the run creator.
Assigning a step to the initiator
- Open the workflow edit page and locate the step you want to assign to the initiator.
- Click the assignment control for that step.
- Select the Run Initiator option from the assignment list.
- Create a new run as you normally would.
- When the run is created, the step is assigned to you (the initiator).
Key takeaway
- If you want steps to be assigned to the person creating the run, use the Run Initiator role.