Auto-Creating Records

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

Examples of Auto-Creation

Rules for checking conditions for auto-creation

Auto-creation functionality

Schedule business process auto-creation dynamically

Stop the creation of auto-created business process records

Create business process records with manual auto-creation

 

 

 


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