If you haven't tried conditional role, it's my favorite feature right now! Short version is that you'll be able to dynamically assign approver group + backup (or for other roles like signer, archiver, etc.) based on custom conditions.
Here's how I implemented it in my workflows:
- Sell-side - Sales managers need to approve commercial for every deal, so our sales workflow needs to incorporate six diff sales segments and a dozen of managers. I also need to account for backup approvers. Conditional role assignment allows just 1 approver role and dynamically loop in different sales manager groups. I also have the backup approvers in the groups to avoid re-configuring the inflight workflows if there's any OOO or org change.
- Buy-side - I incorporated our 11 departments and 40+ sub-departments in the launch form, and based on contract requestor's selection, a budget owner will be looped in based on a Finance-approved approval matrix. In the approvers setting, rather than creating an approver role for each department, I just created 1 approver role and condition the various departments. Another great thing about this approach is I can default the approver to admin when "no condition is met"
This can be a mind bend. Below is a screenshot of my buy-side setup for reference. To learn more: https://support.ironcladapp.com/s/article/How-to-build-conditional-role-assignments
