Item creation sub task

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.

Item Creation Sub Task

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:

• Target Variable: Enter a name for the output variable. The output from the sub workflow will end up in this new table variable.

• Title: Text on the sub workflow button.

• Icon: Icon on the sub workflow button.

• Sub Task Text: Text on the Item (e.g. the Time Report) that has been created. Variables can be added later.

• New text: Text on the New button, to add a new item (e.g. a new Time Report)

• 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.

• Post-Blurbs: Info parts on a created Item.

• Reloading behavior

  The control behavior at reloading, see User step reloading.

Item creation sub task example

Close the User Step, an icon will now appear that representing 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.

Configure sub workflow end task