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Workflow Task Type: Create New Activity

41 bytes added, 20:01, 20 July 2009
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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.
* This [[Workflows|workflow ]] will be driven by a [[Status]] change on the Level 1 record.
* The '''Create New Activity''' workflow will also trigger (in this sequence):
::# Auto-assignments
The [[Workflows|workflow ]] can either:
* Create the same Level 2 record Type(s) for every Level 1
::or
:* [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]]
Rather than displaying the [[Determining the typeid|typeid(s)]] of the Level 2 Types you would normally want to display the name of the Level 2 Type, or some other more descriptive value to the [[User|user ]] who is filling in the Level 1 record. Thus you would use the following special syntax for the '''Values''' section of the [[Custom Field]]:
typeid1=DisplayValue1;typeid2=DisplayValue2;typeid3=DisplayValue3;
==IMPORTANT==
You must also enable Level 1 Workflows on the Level 1 Template:
* On the [[UTA ]] Settings Page select '''Templates'''
* For each Template you want Workflows for:
:* Click on the name of the Template
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