Use the following information to add and configure a subworkflow process.

Add a subworkflow process

Use the following steps to add a subworkflow process as a workflow.

  1. In the Workflow: <Workflow Name>form, click the Detailstab.

  2. Click the top node in the Workflow elementsbox.

  3. Click Add> Subworkflow.

    The subworkflow process will be added to the tree view. You can move the subworkflow process up or down, as necessary.

    Notice that several tabs now appear in the lower part of the form. You will use these tabs to complete the following procedures.

Name the subworkflow process

Use the following steps to enter a name for the subworkflow process.

  1. Click the Overviewtab.

  2. In the Subworkflow namefield, enter a unique name for the process.

Indicate if the subworkflows should run at the same time

The subworkflows in this process can run sequentially, or all at the same time. If you want the subworkflows to run at the same time, complete the following procedure.

  1. Click the Overviewtab.

  2. Select the Run subworkflows in parallelcheck box.

Specify when this subworkflow process is required

Specify when this subworkflow process is required. The process may be required always, or only under specific conditions.

This subworkflow process is always required

If this process is always required, complete the following procedure.

  1. Click the Conditiontab.

  2. Select the Always run these subworkflowsoption.

This subworkflow process is required under specific conditions

The subworkflow process that you are configuring may be required only under specific conditions. For example, suppose you are setting up a purchase requisition workflow. You may want this subworkflow process to run only when the purchase requisition is greater than $10,000.

Use the following steps to specify when this subworkflow process is required.

  1. Click the Conditiontab.

  2. Select the Run these subworkflows only when the following conditions are metoption.

  3. Click Add condition.

  4. Enter a condition.

  5. Enter additional conditions, if necessary.

  6. To verify that the conditions you entered are set correctly, click Test condition. The Workflow condition editorform is displayed.

    Select a record in the Validate conditionarea of the form. Click Test. The system will evaluate the record to determine if it meets the conditions that you specified.

    For example, continuing with the example mentioned, suppose that you are configuring a subworkflow process that should run only when a purchase requisition is greater then $10,000. The Validate conditionarea of the form will display a list of purchase requisitions. When you click Test, the system will evaluate the selected purchase requisition to determine if approval amount > 10000.

  7. Click OK. The Workflow: <Workflow Name>form is displayed.

Add and configure subworkflows

For step-by-step instructions about how to add and configure subworkflows, see Configure a subworkflow.