A new workflow enhancement is on the way, and it will make notification setup cleaner, faster, and much easier to maintain—without creating extra stops or complex configurations.

Why This Matters

Some notifications need to reach several different people, like the Principal Investigator, Co-Investigators, a department chair, or a sponsor contact. Until now, you had to duplicate notification stops to include each group. This created large workflows that were hard to maintain and update.

The new Guided Workflow Assignee Experience lets you choose multiple recipient types and multiple recipients within each type from a single notification node. Your workflow stays lighter, easier to read, and much easier to update.

What’s Changing

With the soon to be released guided workflow assignee experience we're introducing a simpler approach. You’ll be able to select multiple recipient types and multiple recipients within each type from a single notification node. No more duplication. 

In Notification workflow steps you'll be able to choose one (or both) of the following path options:

• User(s) specified on the form
• A specific person, email, or role in a group

💡Notice you can now add multiple recipients in each type of user selection option within a single notification.

In Approval, Task, and Acknowledge workflow steps you'll also be asked to chose one of the following paths with a single selection allowed:

• Automate route based on a field on the form
• A specific role, person, or email

Once a path selection is made you'll have additional options to make the desired user selection.

Summary of Changes

• Notification nodes will include new multi-select options so you can configure all recipients in one place.
• Approval, Acknowledge, and Task nodes will shift to a new radio-button layout to keep the experience consistent across node types.
• A streamlined UI: Recipient options will move from drop-downs to checkboxes or radio buttons.

That’s it—no more duplicating stops or syncing changes across multiple nodes.

Some things you can do to prepare:

• Review any workflows with several duplicated notification stops; these will be easier to consolidate once the update arrives.
• Plan for a lighter configuration experience—your teams will no longer need to manage multiple nodes for the same message.
• If you maintain internal documentation or training materials, you may want to note that recipient selection will change from dropdowns to the new selection controls.

This update is being rolled out next week and if you’d like feedback on your configuration design or help identifying workflows that may benefit from this update, feel free to submit a support ticket!