Splitting Up Workflow

Sometimes your workflow diagrams may get too large and start to become difficult to manage. Also, the system restricts workflow from being more than about 22 levels deep for technical reasons. In these cases you will need to split up your workflow diagram by adding additional workflow and then delegating from the main workflow to the secondary workflows.

Here's how you do this:

1) First, go to your application tab definition in WorkflowFirst Designer where the workflow resides.

2) .Then click Add Workflow to add a second workflow (there's no limit to the number of workflows you can have in a tab). Call the workflow, for example, "Board Approval".

3) Make sure you change the Workflow Type to be "Updates Existing Item", and set Repeatable to "No".

4) Click OK on that and add a first stage, which you would name the same as the workflow with "Workflow" at the end, eg. "Board Approval Workflow".

5) In the new workflow's settings, set the Condition to be False. This stops the workflow stage from being visible unless we tell it to be visible.

6) Now go back to your original workflow, and at the stage "Board Approval", click the icon to edit the script under that - and add a script with this line:

run task "Board Approval Workflow" at &path

...this tells it to transfer the workflow to the new workflow and continue from there. If you have the stage roles set up correctly, then that should also trigger the assignment and send out the email.

7) Now in your new workflow (Board Approval Workflow), just add substages to continue the workflow. 


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Up Since 2/29/2024 12:02:23 AM