Difference between revisions of "Workflow Task Type: Create New Activity"
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The workflow can either: | The workflow can either: | ||
* Create the same array of Level 2 record(s) for each Level 1 | * Create the same array of Level 2 record(s) for each Level 1 | ||
| − | :or | + | ::or |
* Have the number and Type of Level 2 records created controlled by a field on the Level 1 record ([[#Custom Field Driven|Custom Field Driven]]) | * Have the number and Type of Level 2 records created 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. | + | '''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]] | ||
| + | |||
| + | |||
| + | ==Create Specific Type(s)== | ||
| + | If you wish to create the same Level 2 Type(s) you can specify which | ||
Revision as of 16:23, 4 June 2009
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 array of Level 2 record(s) for each Level 1
- or
- Have the number and Type of Level 2 records created controlled by a field on the Level 1 record (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
Create Specific Type(s)
If you wish to create the same Level 2 Type(s) you can specify which
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 could 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.
