Vote Step
Vote Step
The principle of the step is to conduct a survey to gather group opinions before deciding on a workflow step. The survey is initiated by the user creating definitions. It requires selecting a group of users, adding predefined answers, and a moderator who will make the final decision. Members of the group choose one or more predefined answers.
Once the survey is complete, the system aggregates and displays the results, allowing the moderator to manually approve or reject the workflow.
This approach promotes collaborative decision-making while preserving the moderator's ultimate authority.
When the Vote Step is placed within a definition with multiple steps, the outcome of the Vote Step determines what happens next in the overall approval process.
Moderator rejects from Vote Step:
This rejection will immediately finalize (end) the approval process, no matter how many steps were originally in the workflow. In other words, once a rejection occurs, the process stops right there, and the approval path is considered rejected.Moderator approves or chooses another outcome from the Vote Step:
The approval path does not end. Instead, the process will move on to the next step in the defined sequence of the approval definition.
Poll types
Single choice - Voters can select only one option from the predefined list.
Multiple choice - Voters can select more than one option from the predefined list.
Voting group / Moderator
Voting group - Responsible for casting their votes. (Predefined groups)
Moderator - Responsible for reviewing the voting results and finalizing the vote step by either approving or rejecting it.
If all members of the voting group cast their votes or if the voting period expires, the moderator is notified and prompted to finalize the step.
Voting options
Voting options are predefined choices that users in the voting group can select. These options are customizable. Additionally, you can include an optional description for each option, which will appear as a tooltip next to the option name for users to view.
Voting expiration
The Vote Step allows you to optionally define an expiration date for the voting process. Once the expiry date is reached:
Voting is automatically disabled.
The moderator is notified, and the step requires his decision.
Label condition
If configured, this step can be started only when the label condition is met.
Step level – If the condition isn't met, that step is skipped from the approval flow.
To configure a condition, select whether pages should have any or all of the specified labels, then choose the labels using the search field.
Voting Group Display
There is an option to expand the group step to display users, with the default view showing a compact version. When you hover over the person icon, a tooltip saying Click to view members appears, allowing you to check the group members. Additionally, clicking Show all entries expands the approval view, displaying the total votes and indicating who has voted.