About Completion Policies, Workflows, and Resolving Actions
As an administrator, you set a completion policy on each step in a workflow. This policy determines when the step is considered complete and how the workflow proceeds.
Completion Policies
The completion policies include:
- Single: Any single user can accept a task and complete it, causing the record to move to the next step.
- All-Majority: All assignees must respond to the task, and a majority must agree on the action for the record to move forward. If there is no majority, the system uses a resolving action to determine the next step.
- All-Consensus: All assignees must respond and agree unanimously on the action that moves the record forward. If consensus is not reached, the system uses a resolving action to determine the next step.
Notes:
- If the Completion Policy is set to All-Consensus and Auto Creation is enabled, automatic creation of the applicable items begins only after all assignees have agreed on the action.
- For All-Majority, if Advance workflow when next step is determined is enabled, the workflow moves forward as soon as the majority agrees, even if not all have acted.
- For All-Consensus, if Advance workflow when next step is determined is enabled, the workflow moves forward as soon as one assignee completes the resolving action, two assignees take different actions, or all assignees take the same action (which might differ from the resolving action).
- For both All-Majority and All-Consensus, if an assignee is working on a draft and consensus or majority is reached, the draft is deleted, but edits or new line items are retained in the next step.
Workflows
The workflow-step statuses, which are internal to the system, display the current status of each step relative to its completion policy. The possible statuses are:
- Not Started: The assignee has not accepted the task.
- In Progress: The assignee has accepted the task.
- Locked: This status is used when the step has a single completion policy and one of the assignees accepted the task. This status denotes those assignees who were also assigned to the task, but because of the single completion policy, the task was locked and these assignees no longer have access to it.
- View Only: This status indicates that this user was cc'd on the task but is not expected to take action.
- Completed: This status is given to an assignee's action if the task was finished and required no resolving action. Only one Completed status is possible per step.
- Closed: This status is given to an assignee's action if the task was finished but triggered a resolving action. The step the action moves to for resolution displays a status of Not Started. The frequency of Closed status indicates the number of times the step has been revisited.
Resolving Actions
A resolving action determines the path a workflow follows when agreement is not reached per the completion policy (for example, lack of majority or consensus). The workflow can:
- Move to a following step
- Return to a previous step
- Branch to a conditional step, re-addressing the task
The resolving action step must be completed before the workflow can continue. Assignees can include both original and new task assignees.
Last Published Monday, October 13, 2025