Use the following information to add and configure a subworkflow.

Add a subworkflow

Use the following steps to add a subworkflow.

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

  2. In the tree view, select the subworkflow process to which you want to add a subworkflow.

  3. Click Add> Step.

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

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

  1. Click the Overviewtab.

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

Indicate if this subworkflow must finish before the next subworkflow starts

A subworkflow process can include several subworkflows. If the subworkflow that you are configuring must finish processing before the next subworkflow starts, complete the following steps.

  1. Click the Overviewtab.

  2. Select the Wait for this subworkflow to completecheck box.

Select the workflow this subworkflow will be based on

A subworkflow is an existing workflow that runs within the context of another workflow.

Use the following steps to select the existing workflow that this subworkflow will be based on.

  1. Click the Overviewtab.

  2. From the Subworkflow configuration Idlist, select an existing workflow.

Select the type of document this subworkflow will process

Use the following steps to select the type of document this subworkflow will process.

  1. Click the Overviewtab.

  2. From the Subworkflow document keylist, select a document type.

Specify when this subworkflow is required

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

This subworkflow is always required

If this subworkflow is always required, complete the following steps.

  1. Click the Conditiontab.

  2. Select the Always run this subworkflowoption.

This subworkflow is required under specific conditions

The subworkflow 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 to run only when the purchase requisition is greater than $10,000.

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

  1. Click the Conditiontab.

  2. Select the Run this subworkflow 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 that 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 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.