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I'm building a rather large workflow in SPD 2013 that will route a document set to different individuals in the company depending on the criteria entered for the new document set. However, I'm coming across a logic issue.

For every document set, there are two conditions that can cause two more individuals to be added to the task assignment process. Originally, I had the WorkFlow broken into stages that would handle this sequentially, but now I need the task process to be handled simultaneously.

So ideally, the code would be:

If Cost > 5000
Then Start Task Process with these users
If Bond equals Yes
Then start task process with these users
If Engineering equals yes 
Then start task process with these users

However, doing this causes the workflow to become too big and refuses to publish. So in a nutshell, I need to be able to simultaneously assign tasks to all the conditional users, is this possible?

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If I understand the question correctly, everyone is doing the same task, just different people based on different conditions. If that's correct, then you should be able to use a workflow variable to gather the list of email addresses in a semi-colon separated list and then set assign the list to the task process.

Sudocode would look something like:

If Cost > 5000
Set Variable Userlist to: [%Variable: USERLIST%]; [Userlookup/Return Email]
If Bond equals Yes
Set Variable Userlist to: [%Variable: USERLIST%]; [Userlookup/Return Email]
If Engineering equals yes
Set Variable Userlist to: [%Variable: USERLIST%]; [Userlookup/Return Email]

**Note the semicolons, use the builder rather than define lookup.

Then start task process with [these users]

In the these users dialog for participants, do a workflow lookup, USERLIST, return as Email Addresses, Semicolon Delimitated.

  • This is genius. – MonkeyWithMachine Sep 18 '18 at 20:27
  • Thank you so much, literally have been bashing my head about this. – MonkeyWithMachine Sep 18 '18 at 20:34

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