Completion by Others

Other users and applications can also complete workflow steps. Workflow steps can be completed by:

  • Dispatchers or Managers: Steps can be completed directly from the user interface.
  • System Automations: Completion can occur using API calls or message scenarios, particularly for steps triggered by specific field or custom property values.
Note: The application marks a step Complete when its Show completed when condition becomes true. This can happen after a form is submitted or when a field/custom property is updated by an API or a message scenario. For form steps, the default completion rule is Form <form name> submitted, after which the panel automatically moves focus to the next step.