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  2. Action and Document Management
  3. Activities

Set up a task to call a trigger
Application task

You can set up task to run a trigger. A trigger is used to start a workflow. So, you can use a Call trigger task to start another workflow from the current workflow.


Standard procedure

1. Click Action and document management design.
2. On the Process flows tab, in the list, find and select the desired record.
3. In the list, click the link in the selected row.
4. On the Workflows tab, in the list, find and select the desired record.
5. Click Workflow designer.
6. Sub-task: Create task.
  6.1 In the Tasks section, click New.
  6.2 In the Task field, type a value.
 

Note: To put the tasks in the correct sequence, you can use a number in the task field. For example, if it is the fourth task in the workflow, enter 004.
  6.3 In the Task type field, select 'Action'.
  6.4 In the Action type field, select 'Call trigger'.
  6.5 In the Description field, type a value.
  6.6 Click Save.
7. Sub-task: Set task properties.
  7.1 Click Call trigger action.
  7.2 You can select a query trigger for any workflow. Also, for workflows of another process flow.
  In the Trigger field, enter or select a value.
 

Note: To avoid an endless loop, make sure, you don't use a trigger that starts the workflow for which you set up the task.
  7.3 Click OK.
8. Close the page.
9. Close the page.
Related to Notes

Design workflow

 		 

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