Check Employee Category
The Check Employee Category option checks the employee category of the workflow creator and allows you to assign either an N number of outcomes or a default selection.
Add Choice
This checks the employee category of the workflow creator (the person attaching a workflow to a client) and allows an N number of outcomes when designing the step. E.g. If a partner attaches a workflow called 'Create Document', that same workflow would not generally be required to be reviewed, the intervening steps are skipped and the workflow is progressed. Each Employee Category is selected and a follow on step is determined.
Add Default Choice
This checks the employee category of the workflow creator (the person attaching a workflow to a client) and moves the workflow to the next step chosen, while ‘all other categories’ are taken to a different step choice.
