Adding Subprocesses

Subprocesses can be added in these ways:

Add a "Start Subprocess" Action
  • Drag and drop Start Sub Process from Actions section (1)
  • On "Create New Step Action" popup screen choose a Process (2)
  • Provide other Sub-process settings (3)

Version - user can select specific process version.
Lock Parent - the parent step will not proceed until this sub-flow is complete.
Restart Process - the system will restart the sub process if it was started before.
Inherit variables - user can use variables set in parent flow inside the sub flow.

 

  • Provide at least one condition (4) to search the records to begin the workflow and click Save

Note: if user configures Sub-process on the same Data Source object, the following condition will be added automatically:

Name = name of the field that determines unique record, usually it is "ID" or "Record ID"
Operator = "equals"
Value = merge field calling the field that determines unique record

Create a sub-process from within a process
  • Lasso several steps and turn them into a sub-process via context menu (5):

Note that only steps that are connected together can be transformed to sub-process. If steps have no direct connections, they will not allow to create a sub-process (6):

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