Can I Route to External Users?

Workflows sometimes require input or sign-off from collaborators who aren’t regular system users. Luckily in Kuail you can include those external participants seamlessly and securely, keeping your process moving without manual workarounds. You can route to people outside your system for Approval, Acknowledge, and Task workflow steps — even if they don’t have a Kuali user account/login.

Within the workflow step settings you'll see the below two options that let you route workflow steps to external users:

• An external email specified on the form:  Allows you to choose an Email gadget field on the form to be used to route to an external person.
• Any specific external email:  Allows you to input a specific email for an external person.

Note: These temporary links expire after 24 hours - if the link is clicked after this timeframe the user will get a message that it has expired and a new link has been emailed.