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Version: 2023 R2

Joining to elements settings

JoiningWorkflows.png

1. Business entity

Business entity for which the new workflow will be created.

2. Process

Process which will be started after processing the e-mail.

3. Form type

Form type from the selected process.

4. Workflow for new element

Workflow from the selected process and form type.

5. Path for new element

The transition path that will be taken by the processed e-mail.

6. Additional fields settings

Name – form field name from the selected process. It is possible to choose people from process and global ones.
Value – value to which the selected form field must be set.
Filling mode – it is possible to choose that the form field will always be filled or only when it is empty.