This article will walk you through how to configure archivers in Workflow Designer.
- Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click the Archive tab that corresponds to the role you want to configure. **
- Scroll down to the Archiver section.
- In the Who can archive dropdown, select a role, users, or group you would like to be assigned the archiver role. You can also click Invite new user to invite a new user to be an approver.
- Strongly Recommended: Add a group as an archiver, even if there is only one user in that group, to facilitate reassigning the role to others in the group in the future. If possible, include an Admin user in the group to allow for the greatest flexibility if reassignment ever has to occur. It is strongly discouraged to add an individual as an archiver instead of a group.
- In the How will the archiver be assigned? dropdown, select from the following options:
-
Assign manually: This option adds a form question to the workflow. During the launch form process, the workflow owner will choose an archiver from the list of potential archivers you configured in the previous step.
-
Rotate assignment automatically: This option automatically rotates through the list of everyone you configured to archive in the previous step.
-
Assign to a group’s default user: This option allows you to select a group if you selected one in the previous step. If selected, the workflow’s archives will automatically be assigned to the group’s default user.
-
Assign to a user: This option allows you to select a user if you selected one in the previous step. If selected, the workflow’s archives will automatically be assigned to the user.
- SCIM Assignment: If you have SCIM with custom attributes integrated in your Ironclad instance, you can use these to determine how the approval will be assigned. To learn more, refer to User Reference Chains Overview.
-
- Click Save in the upper right corner to save your changes.