Settings for Auto-Create Steps

Some steps include the ability to auto-create other records, depending on the status of the previous step. It is displayed as a child node from which the link is drawn out. For document-type BPs, the auto-creation of BP records will also copy attachments from the original record.

In this field:

Do this:

Auto-create records

Choose one of the following:

As per workflow design: Auto-create BPs that were configured as part of the design in uDesigner.

Based on user selection during execution: During execution, user will be given a list of BPs that are selected under workflow design in uDesigner. User can choose which BP record should be auto-created.

Process list: Select a list of BPs for which the system will auto-create records during execution.



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Last Published Friday, April 9, 2021