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Workflow Task Type: Create New Activity

3,035 bytes removed, 12:49, 21 July 2017
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#REDIRECT [[ImageWorkflows_Overview#Task_Type:Construction.PNG_Create_New_Activity]]
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.* This workflow will be driven by a [[Status]] change on the Level 1 record.* The '''Create New Activity''' workflow will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas.  The workflow can either:* Create the same Level 2 record Type(s) for every Level 1::or * Create a custom set of Level 2 record Types, controlled by a field on the Level 1 record ([[#Custom Field Driven|Custom Field Driven]])  '''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. ==Options==:[[Image:CreateActiv.png]]The options unique to this Workflow Task Type are:*'''Activity Type''': This is where you specify which Level 2 Type you wish to create. :* ''The '''Custom Field''' option is explained in [[#Custom Field Driven|Custom Field Driven]] below.'':* 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.*'''Custom Field ID''': Used for [[#Custom Field Driven|Custom Field Driven]] as explained below.<br>*'''Activity Status''': Allows you to define the [[Status]] for the newly created Level 2 records.  ==Custom Field Driven==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.* 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. 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:* To create multiple Level 2 records::* [[Custom Field Type: Select Many – Check Boxes|Select Many – Check Boxes]]:* [[Custom Field Type: Select Many – Scrolling Check Box|Select Many – Scrolling Check Box]]:* [[Custom Field Type: Select Many – List Box|Select Many – List Box]]<br>* To create only one Level 2 record::* [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] '''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: ''StoreValue1=DisplayValue1;StoreValue2=DisplayValue2;StoreValue3=DisplayValue3; 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.    [[Category:Workflows]]{{DeprecatedPage}}
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