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Position Group How To's

How to's for the Position Group guide.

How to Configure Decision-Making Rules​

Steps​

  1. Select the Position Group component in the workflow.
  2. Go to Properties → Decision Rules.
  3. Choose one of the following:
    • All → Requires every member’s approval.
    • Majority → Approval proceeds if more than half approve.
    • Single Approval → Proceeds after the first approval.
  4. Save the configuration.

Best Practice: Use Majority for large groups to avoid process bottlenecks.

How to Add a Position Group to a Workflow​

Steps​

  1. Open the Workflow Designer.
  2. Drag and drop the Position Group component onto the workflow canvas.
  3. Connect it to the previous and next components.
  4. Configure the Group Name and select the Users or Roles to include.
  5. Save the workflow.

Tip: Start with a test group to validate setup before using it in production.

How to Configure Conflict State Event​

Steps​

  1. Select the Position Group component in the workflow.
  2. Open Properties → Conflict State Event.
  3. Choose a default event to trigger when decisions are conflicting.
  4. Save the workflow.

Example: If votes are equally split, the workflow follows the configured fallback event.

How to Set Up Empty Group Event Handling​

Steps​

  1. Select the Position Group component in the workflow.
  2. Open Properties → Empty Group Event.
  3. Choose the event to trigger when the group is empty.
  4. Save your changes.

Warning: If you update the list of events, always revisit this setting to avoid workflow errors.