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| − | [[Image:Construction.PNG]] | + | #REDIRECT [[Workflows_Overview#Task_Type:_Create_New_Activity]] |
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| − | You can use the '''Create New Activity''' Workflow Task Type to automatically create and attach one or more Level 2 records to a Level 1 record.
| + | {{DeprecatedPage}} |
| − | * This workflow will be driven by a [[Status]] change on the Level 1 record.
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| − | * The '''Create New Activity''' workflow will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas.
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| − | The workflow can either:
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| − | * Create the same Level 2 record Type(s) for every Level 1
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| − | ::or
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| − | * Create a custom set of Level 2 record Types, controlled by a field on the Level 1 record ([[#Custom Field Driven|Custom Field Driven]])
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| − | '''IMPORTANT''': because the underlying workflow is [[Status]] driven, if the status of the Level 1 record is changed, and then changed back to the [[Status]] that drives the '''Create New Activity''' workflow, the workflow will be triggered a second time, and a new set of Level 2 records will be created as per the Workflow.
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| − | ==Options==
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| − | :[[Image:CreateActiv.png]]
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| − | The options unique to this Workflow Task Type are:
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| − | *'''Activity Type''': This is where you specify which Level 2 Type you wish to create.
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| − | :* ''The '''Custom Field''' option is explained in [[#Custom Field Driven|Custom Field Driven]] below.''
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| − | :* If you wish to create more than one Level 2 Type you should create multiple '''Create New Activity''' Workflow Tasks, one for each Level 2 record you want to be created.
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| − | *'''Custom Field ID''': Used for [[#Custom Field Driven|Custom Field Driven]] as explained below.<br>
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| − | *'''Activity Status''': Allows you to define the [[Status]] for the newly created Level 2 records.
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| − | ==Custom Field Driven==
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| − | The '''Create New Activity''' workflow can be driven by custom fields. For example, you could have check boxes at Level 1 corresponding to various Level 2 Types. Selecting each check box would create and attach the relevant Level 2 activity type.
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| − | * The '''Create New Activity''' workflow will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas for each Level 2 record created.
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| − | You must first create a [[Custom Field]] on the Level 1 record which stores the [[Determining the typeid|typeid(s)]] of the Level 2 Types to be created. This is normally done using one of the following field types:
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| − | * To create multiple Level 2 records:
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| − | :* [[Custom Field Type: Select Many – Check Boxes|Select Many – Check Boxes]]
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| − | :* [[Custom Field Type: Select Many – Scrolling Check Box|Select Many – Scrolling Check Box]]
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| − | :* [[Custom Field Type: Select Many – List Box|Select Many – List Box]]<br>
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| − | * To create only one Level 2 record:
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| − | :* [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]]
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| − | '''Note:''' If you want the value(s) ''stored'' in the field to be different from what is ''displayed'' beside the check boxes you can use the following syntax in the '''Values''' section:
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| − | ''StoreValue1=DisplayValue1;StoreValue2=DisplayValue2;StoreValue3=DisplayValue3;
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| − | The value '''before''' the equal sign will be stored. The value '''after''' the equal sign is what will be displayed by each check box, but does not get saved.
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| − | [[Category:Workflows]]
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This article is deprecated and the information contained within may no longer be correct.
