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 varibale. The output from the sub workflow will end up in this new table variable.

• Title: Text on the sub workflow button.

• Icon: Icon one the on the sub workflow button.

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

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

• Pills: The indicator on the sub workflow button

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

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