Adding a Subprocess
ProcessPlan allows you to connect one template to another. By selecting a single response, you can launch an entire process.
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On the response you want to launch the subprocess from, right-click and select Launch Another Process
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Select the process you want to launch
You can link a subprocess to any response or any other subprocess in a diagram.
Field Mapping
Section titled “Field Mapping”Field Mapping allows you to transfer information from the main process to the subprocess. When mapping fields like radio buttons and checklists, the options on both the sub and main process must match. Attachment fields must be mapped to attachment fields. To map a field, do the following:
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Right-click on the Subprocess > Subprocess Settings > Add Field Mapping
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Select the Field you want to map from the Parent Process and the corresponding field from the Child process. You also have the option to pass a text value from the Parent process to the subprocess. The character limit on text values is 500 characters.
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Click Save
If your parent and subprocesses have matching Process Field names, you can map all of the fields at once by selecting Map All Fields in the Subprocess Settings
Passing Data from the Subprocess back to the Parent Process
Section titled “Passing Data from the Subprocess back to the Parent Process”To pass data from the subprocess back to the Parent Process, do the following:
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On the parent process, map the fields using the field mapping shown above
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On the subprocess, click the Process Fields button > On the field you want to share, click the Navigation icon (3 dots) > Edit > Field Settings > Enable Share this field with parent processes
The data being shared will be passed using the same field mapping set up in the parent process.
Automatically closing Tasks following a Subprocess
Section titled “Automatically closing Tasks following a Subprocess”-
In the Parent Process, right-click on the subprocess node and select Subprocess Settings > Enable Auto submit next task.
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In the Subprocess, ensure that the Last selected response matches the response on the task (in the parent process) that follows the subprocess.
Heads Up: The automation will not work if the response text is the default “Complete”
Labeling Subprocesses
Section titled “Labeling Subprocesses”Labeling Subprocesses can help add context to processes and explain the purpose of a subprocess. To add a label to a subprocess, in the subprocess settings, enter the desired label in the Subprocess Label field
