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Hello,
We have a simple checklist created and I've been asked if we can have a Yes/No field added and if the user chooses Yes, it kicks off a sub workflow (checklist) that then sends a notification to the relevant people this new sub workflow needs their attention.
I know sub workflows are possible but can they be "activated" only if a particular value is chosen in a particular field?
Thanks,
Mike
Hi Mike,
To kick off the sub-workflow, you would need to do a "post" or a "sub task" transition to create an item in that sub workflow. Then, that sub workflow would need the notification that goes to the relevant people. The trick is how to run the post or sub task transition.
The easiest way would be to have transition button on a state form for the user to click. So, instead of a yes/no field, they would click the button to start the sub-workflow process, so not click it.
Another option would be to use a decision. The decision would have a rule that checks the yes/no value. If no sub-workflow is needed, a normal transition would go to the next state. If a sub-workflow is needed, a Post or Subtask transition would go to the next state. (I have not actually tried this, but logically, it should work.) It would look something like this:
The only other option I can think of is to write an appscript (or modscript) to check the value and run the subtask transition.
I hope that helps.
Vickie
Hi Mike,
To kick off the sub-workflow, you would need to do a "post" or a "sub task" transition to create an item in that sub workflow. Then, that sub workflow would need the notification that goes to the relevant people. The trick is how to run the post or sub task transition.
The easiest way would be to have transition button on a state form for the user to click. So, instead of a yes/no field, they would click the button to start the sub-workflow process, so not click it.
Another option would be to use a decision. The decision would have a rule that checks the yes/no value. If no sub-workflow is needed, a normal transition would go to the next state. If a sub-workflow is needed, a Post or Subtask transition would go to the next state. (I have not actually tried this, but logically, it should work.) It would look something like this:
The only other option I can think of is to write an appscript (or modscript) to check the value and run the subtask transition.
I hope that helps.
Vickie
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