Using KCode for task approval in a sales claim approval workflow

Blank 22/6/2020 14:38 - 22/6/2020 14:38
User Management

This video demonstrates a sales claim journey for approval.

This shows how you can use KCode to dynamically calculate which user in your organisation hierarchy to assign the lead to for approval.

The KCode we use here is this, although there are many possibilities to suit different requirements.

currentLead/leadClaim/claimOrg/parentOrg/email