There are three ways of auto-creation:
• | Spawning a record at a particular point in a workflow (S-Step) |
• | Auto-creating a record or line item when it reaches a particular condition or frequency (I-Step) |
• | Using a template that is scheduled to auto-create records |
Auto-create a business process record from a workflow step (S-Step)
Auto-create a business process records based on conditions or frequency
Bypass the Initiation step (I-Step)
Auto-create a record via a template
Rules for checking conditions for auto-creation
Schedule business process auto-creation dynamically
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