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The process will start with the “Request Consultancy” task and when submitted moves to the next “Consultancy” step in the workflow. We want to assign this task to an external participant with limited access and when submitted we get a notification participant has completed the task we have assigned.
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Make sure that the Notification button is checked for the Consultancy task. |
Create Roles
To assign a “Consultancy Task” to an external we need to create a role. Now create a role with the “Consultant” name.
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