Check list 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.

Check List 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:

• Title: Title of the check list.

• Icon: The icon that will be showed 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 varibale name, this vaiable will hold the source data of the choosen 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.

• 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.

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