The Workflow element is used to open the working record
in an embedded workflow.
After you add the Workflow element to your flow diagram,
you must edit its attributes to associate it with a new or existing
workflow. You must also select the working record that will be opened
in the embedded workflow. Note: If you want an embedded
workflow to return to the primary flow, it must contain at least one
Return element. See
Return Attributes.
- From your open workflow, select a Workflow element on the
canvas.
The Element Tools tab displays on the ribbon.
- Click a button in the Workflow button group.
The name label is updated with the name of the selected workflow.
Workflow Attributes
Button |
Description |
Select Workflow |
Click this drop-down list to select a workflow to embed in the current workflow. |
New Workflow |
Click this button to create a new workflow. |
Edit Workflow |
Click this button to edit the selected workflow. |
- Click a button in the Working Record button group to select
the record you want to open in the workflow.
The working record label is updated with the name of the selected working
record.
- If more than one record of the selected type is open in
the record pool, click a button on the right of the Working Record
button group to select the record you want to open in the workflow.
Tip: For a menu of available records, click Expand Working Records below the scroll bar in the Working
Record button group.