Identifies the Person or Group leading a Workflow. It records the coordination responsibility for that workflow.
When to use it
Use Workflow Leader when you need to record this connection between the source and target records. Workflow Leader identifies coordination responsibility.
Records and direction
- Relationship type: Non-structure. Associates records without creating a parent-child hierarchy.
- From: Workflow.
- To: Group, Person.
How to use it
- Use the workflow tools to manage the Workflow Leader connection for the intended process. Select the relevant workflow, template, or step and use its available controls to associate the records.
- Review the source and target records in the workflow context and confirm the intended connection.
- Check the result using the workflow’s process controls. Workflow-related connections are the exception to creating relationships by dropping records into a Structure widget.
Example
Pump Manual Approval (Workflow) is connected to Jordan Lee (Person) through Workflow Leader. The association lets readers follow the related information without creating a hierarchy.
Choosing the relationship
Workflow Leader identifies coordination responsibility. Assignee identifies the responsibility expected to carry out particular work.
