Difference between revisions of "Workflow Task Type: Trigger Workflow"

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#REDIRECT [[Workflows_Overview#Task_Type:_Trigger_Workflow]]
Trigger Workflow tasks trigger a different workflow.
 
 
 
[[Image:WorkflowTaskTypeSettings-TriggerWorkflow.png|link=]]
 
 
 
==Task Settings==
 
Trigger Workflow Tasks have the following settings:
 
* '''Name''' - Narrative name for the task.
 
* '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
 
* '''Description''' - Detailed description of the task ''(optional)''.
 
* '''Expire After''' - Intended duration of the workflow.
 
* '''Trigger Workflow''' - Select the workflow that should be triggered from this dropdown menu.
 
* '''Record id / Variable''' - this setting should contain the [[:Category:System IDs|unique record ID]] for the record against which the selected workflow should be triggered. This record ID can be referenced using [[variables]].
 
:* ''Examples:'' If the workflow to be triggered is a User type workflow, you would need to provide a [[User ID]] for the contact record against which you would want the workflow to be triggered.
 
:* If the workflow is to be triggered against a series of {{l2}}s attached to a {{l1}} record, you could use [[List Syntax]] to define a list of activities meeting certain criteria against which the workflow should be triggered. See [[Selecting an eventid from a list of records]] for examples.
 
 
 
==See Also==
 
* [[Workflow Task Types]]
 
 
 
[[Category:Workflows]]
 

Revision as of 13:28, 20 July 2017