Can't add same user to multiple stages in workflow | Community
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New Participant
June 1, 2018
Question

Can't add same user to multiple stages in workflow

  • June 1, 2018
  • 12 replies
  • 2287 views
I'm creating a workflow with more than one stage. I added "Bob" as an Approver in Stage1 because he needs to approve it before it can go to Stage2 where I added "Jane" as an approver. I still want to add "Bob" as a Viewer in Stage2, but I get an error when I try to add him. If this is not possible, what is the business logic behind this? Is Proof assuming since "Bob" already approved it in Stage1 he won't need to view it again in Stage2? John Beckwith BSA/User Interface Designer Nike - Brand Management Technology

12 replies

New Participant
January 22, 2024

Hi - I wondered if there was any update on this one? I am looking to have the same users in multiple stages and wonder if anyone has found a workaround to this yet or if there's a way to do it? I'm setting up some workflows now and it doesn't look like this is a functionality yet? Thanks

New Participant
March 3, 2020
The ability to add the same user to multiple stages in workflow as well as the ability to use Workfront units like groups, roles, etc in workflow are still our top priorities. Unfortunately is too early to communicate any ETA as currently, the team is planning the technical implementation. I will let you know once I have more details. Andrzej Muca
New Participant
February 28, 2020
I am also interested in knowing when this functionality will be available. For those of us who have small teams, we really need the same people to be part of multiple stages. Debbie Scalf BCBST
New Participant
February 24, 2020
Andrzej, can you give me an update on this? When will this functionality be available? Marla Driver
New Participant
June 14, 2019
We would also like the ability to add people to multiple stages. We would use it for the Project Manager who would approve it on stage 1, but then need to be the final approval on say...stage 7 before it actually goes to press. Yes, they are managing it in between, but sometimes things can get missed and they need to be that final approval. DeeAnn Jones Melaleuca
TamBou
New Participant
May 26, 2019
Our process uses a workaround so that our PMs can set up the proof and the Creatives post any versions after v1. Due to this workaround, we'd need the designer on the first and the last stage. Our preference would not do a workaround in the first place. For this, we'd need Workfront to create the ability for PM to set up a proof including workflow template selection and custom notification; without leaving the initial proof setup window,to set the assigned Creative resource to also Manage the proof; and, finally, put the proof 'record' into a Hold state until the Creative team is ready to posts v1. The creative goes to the proofs on hold, opens the one they need, attaches the {correct} art for the version being routed, and clicks a Send button. Tammie Bouchard National Safety Council
New Participant
June 4, 2018
On the last roadmap call, this is planned for 18.3. We have a lot of customers that need this for traffic managers to guide through proofs that are approved in meetings. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -
New Participant
June 1, 2018
We definitely would like to add the same person to multiple stages. Our workflow is that the project manager reviews the proof first, then it goes on to 2 more stages. After the last stage, we'd like the project manager (the first person) to review all the comments and proposed changes from the previous 2 stages, and confirm to the designer which ones to make and which ones to disregard. Leah Janz Metro Transit
New Participant
June 1, 2018
Hi Andrzej - Thanks for the explanation - I definitely see the rationale. In my scenario, there isn't a need for Bob to review in Stage 2 as there wouldn't necessarily be an updates to the proof that required him to review/approve. That would happen if a new version of the Proof was uploaded, and the workflow would start over again and Bob would review/approve in Stage 1. Just wanted to make sure I understood this 100% while we train our users on Proof. Thanks again! John Beckwith BSA/User Interface Designer Nike - Brand Management Technology
New Participant
June 1, 2018
We've been running into the same problem. There are times when we need the same person on a workflow twice. We have a small team and people play multiple roles. For example, we might have an Account Director mark up some initial comments on a proof, then route the proof to a copywriter to make further edits. Then, the same Account Director may need to review and approve the markups that the copywriter made. So, there are definitely times when the same person needs to be on a route/workflow twice. I think this is one of the biggest flaws right now with workflows. Theresa Rotondo Atlantis Healthcare Usa, Inc.