AlphaTrust iO – Optional Participants

123 views 21/04/2022 01/07/2022 0

Before you add a workflow into the AlphaTrust iO, you must prepare your workflow within AlphaTrust to ensure it hooks up correctly. 

Add placeholders for any optional participants.  To do this, click the pen icon next to the participant you want optional, then click ‘Placeholders’. Enter {{Optional_Participant}} for the Name. The Value field does not matter, so you can enter any text, such as the role label.

 

Was this helpful?