Connecting processes

You can connect multiple processes and automate item creation across them. Here’s how you can do it:

1. Click the Manage button at the top right corner of your process home page, and click Edit process.
    

2. In the Workflow tab, click the Add button ( ) at the desired place of your workflow where you want to add the connection and click Run a process.

   

    

3. In the panel that opens on the right, 

   • Enter the name and description (optional) of the step.
      
   • Select which process you want to connect to the step and initiate dependent items in it.
      
   • Map fields: You can map fields between the connected processes so that the source item’s field values are inherited by the dependent item(s). Additionally, you can add functions while mapping the fields.
      

     

     
     
     To do table-to-table field mapping between the current and connected process, click Add a table, select the table, and add the fields you want to map.
      

     

      
   • Set conditions (optional) for creating dependent items in the connected process. Only those items that match the conditions can enter the flow-connected step.
      

4. Click Go live to update the changes.

In an the administration section, process admins can find the source and dependent items of an item by navigating to the Connected items tab on the right.

Creating multiple dependent items

You can initiate multiple dependent items in the connected process from a source item’s table entries/rows. The number of dependent items initiated is equal to the number of rows in the selected table. Toggle Initiate items from table entries and select a table. 

Note:

You can select only one table to initiate multiple dependent items.

You can also set conditions for creating those dependent items by adding a filter.
 

When Initiate items from table entries is toggled on, the table fields from the source item will become available for field mapping.