Workflow Task Type: Trigger Workflow
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Revision as of 11:42, 21 December 2016 by Ciaran Donnelly (talk | contribs)
Contents
Trigger Workflow tasks trigger a different workflow.
Task Settings
Trigger Workflow Tasks have the following settings:
- Name - Narrative name for the task.
- Task Number - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
- Description - Detailed description of the task (optional).
- Expire After - Intended duration of the workflow.
- Trigger Workflow - Select the workflow that should be triggered from this dropdown menu.
- Record id / Variable - this setting should contain the unique record ID for the record against which the selected workflow should be triggered. This record ID can be referenced using variables.
- Examples: If the workflow to be triggered is a User type workflow, you would need to provide a User ID for the contact record against which you would want the workflow to be triggered.
- If the workflow is to be triggered against a series of Level 2s attached to a Level 1 record, you could use List Syntax to define a list of activities meeting certain criteria against which the workflow should be triggered. See Selecting an eventid from a list of records for examples.
