Difference between revisions of "Workflow Task Type: Create New Activity"

Revision as of 17:08, 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 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)

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

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 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 as explained below.
  
• 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 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:

• Select Many – Check Boxes
• Select Many – Scrolling Check Box
• Select Many – List Box
  

• To create only one Level 2 record:

• 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.