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Question

Link to next step when using multiple workflows


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I’m wondering if “Link to next step” feature still works when having multiple workflows.  Specifically, I have a Choice step that runs in workflow A.  Then a few other engine steps happen, then the workflow continues to Workflow B.  Workflow B has another Human step (choose users step).  If I have “link to next step” checked for my Choice step should the Choose Users step bring the user right into the step where the user chooses a user? 

Currently my test are showing that the user is redirected after the Choice step, back to the document but they need to first click the blue button “Choose Users [Start]” before being able to directly choose users.  It would seem to me that the user should be brought directly into the Choose Users area without having to first click a button. (However, I’m not sure if having the two workflows would change the “link to next step” behavior)

2 replies

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  • Author
  • Newcomer
  • 1 reply
  • April 16, 2025

I’d like to add a follow up here.  I have more info on this after further investigation.   It seems that the “Document Reviewer” experience is different to “Interactive Preview.”  Interactive Preview sends the user right into the Choose Users area whereas Document Reviewer makes the user “start” the task before going into the Choose Users area.  Since “Document Reviewer will now be the new default (according to DS release notes) soon, is there a way to by pass this “Start” task button?  It seem like an extra unnecessary step for users to go through, especially since it wasn’t needed with Interactive Preview.

Alternatively, does anyone know some expression builder text to put into the link to next step to force the users into the Choose Users area (bypassing the Start button)?  Or, any other ideas how to resolve?  


Alexandre.Augusto
Docusign Employee
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Hello, ​@JohnSimp 

 

Go to your user profile, My preferences and verify if the “Return to your inbox...” option is checked.

 

I hope that helps, if so, I’d appreciate your Like here.

 

Best,

Alexandre