Hi all 👋
I’m building a workflow where the workflow owner selects the name of a Legal Approver (from a defined group) directly in the launch form. The goal is to conditionally notify Legal based on the type of paper being used and whether redlines are involved.
Specifically, Legal approvers should always be notified when counterparty paper is used. If our paper is used, Legal should only be notified when redlines are made or uploaded.
To support this, I’ve set up a launch form field to select the Legal Approver, and an approval step with the following condition: IF Our Paper Redlines = True OR Paper Source = Counterparty Paper. The intent is for initial approval to be required when this condition is met, and for the approval to reset when draft document redlines are made.
However, I’m running into an issue where Ironclad displays an error stating that roles with launch form assignment cannot use document conditions. Because the Legal Approver is selected via the launch form, I’m unable to apply the document-based condition as intended.
Given this limitation, what is the recommended way to structure conditional approvals when the approver is selected via the launch form and approval needs to be triggered based on document conditions like paper source and/or redlines? Is there a workaround (for example, separating role assignment from conditional logic, restructuring approvals, or using intermediate steps) that would allow this behavior?
Thanks in advance!!!
