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Enable Multi-Party Project Assignment

This guide explains how to configure a Multi-Party Project Assignment (MPPA) stage within a workflow. The MPPA stage lets you dynamically assign departments, groups, or individuals based on responses in a previous form. This enables flexible and automated participant selection in collaborative project workflows.

When to Enable Multi-Party Project Assignment​

You should use Multi-Party Project Assignment when:

  • Your project requires collaboration from multiple departments or external groups.
  • Assignments need to be determined based on form responses.
  • You want to automate the assignment process to streamline workflows.

To Enable Multi-Party Project Assignment​

Prerequisite

Before configuring the MPPA stage, ensure that:

  • The form field used for assignments exists in a previous Form Builder stage.
  • The MPPA stage is placed immediately after that Form Builder stage.
  1. Go to the Configuration tab and open your Project Template.
    Enable Multi-Party Project Assignment
  2. Click the + Add Stage to Workflow button.
    Enable Multi-Party Project Assignment 2
  3. Select Multi-Party Project Assignment.
    Enable Multi-Party Project Assignment 3
  4. Enter a Stage Name (e.g., "Department Coordination").
    Tip
    Use a descriptive name that reflects the nature of the multi-party assignment (e.g., "Field Review Coordination").
  5. Set the Stage Type to Multi-Party Project Assignment.
  6. (Optional): Add a Purpose or Description to clarify this stage’s role in your workflow.
    Tip
    Include notes about participant roles, expected actions, and document flow to help future users understand the context.
  7. In the MPPA settings, select Variable for Assignments.
    Note
    To populate assignments automatically, use a Select Boxes field in a previous Form Builder stage. The MPPA stage will invite participants based on the selected options. Ensure the form field exists before linking it here.
  8. Click Save Stage.
    Enable Multi-Party Project Assignment 4

See Also​

To complement your knowledge of this process, check the following pages: