Check list sub task
Last updated
Last updated
A sub workflow is an element in a User step
There are three types of sub workflows: Check List: Executes one workflow for each record in a list of things to do. Item Creation: Creates a new item for each time the sub workflow is executed. Verb: A side track in the workflow where the sub workflow can be executed one or many times.
A sub workflow is created from a User Step. Create a new User Step and add a sub workflow element. Configure the appearance of sub workflow in the client.
Set the following:
Title: Title of the check list.
Icon: The icon that will be shown in the check list.
Target Variable: Enter a name for the output variable. The output from the sub workflow will end up in this new table variable.
Source: Choose a table from the list of available table variables. Each row in the result from the table variable will be a row in the check list.
Row Variable: Enter a variable name, this variable will hold the source data of the selected check list row and make the data available in the sub workflow.
Sub Task Text: Text on the check list row.
Pills: The indicator on the sub workflow button.
Condition To Hide
Add the condition that must be met for the control to be hidden. If left empty, the control will be visible in the user step. Note that when controls are hidden, empty variables will be created, unless default values or pre-defined data exist.
Pre-Blurbs: Information to the user, before taping/clicking on the check list row.
Post-Blurbs: Information to the user, after taping/clicking on the check list row.
Reloading behavior
The control behavior at reloading, see User step reloading.
Close the User Step, an icon will now appear that represents the added sub workflow. Double click on the sub workflow icon to open the (empty) sub workflow. Create a workflow, all variables from the main workflow are available in the sub workflow. Return data back to the main workflow, by configuring the End step in the sub workflow.
