- Winshuttle Foundation
Creating a sub-process (loop) in a workflow
|To create a sub-process inside a workflow, you can insert a Loop node (also called a Loop Block).|
The Loop Block node allows you to integrate subprocesses within a main workflow.
- Click the Workflow Tab.
- Click Loop Block.
- Draw the Loop node in a Swimlane.
- In the New Loop Wizard, select the following:
- Name: Type a name for the Loop. This name automatically appears as a new Workflow tab in the Composer Canvas.
- Approval Type: Click the arrow and then select None, Sequential Approval, or Parallel Approval (whichever is appropriate to your workflow).
- Approver Swim Lanes: Click in the empty field to add one or more approval Swim Lanes. (Note: This field is available only if either Sequential or Parallel Approval is selected under Approval Type.)
- Reject to Swim Lane: Click in the empty field to add one or more Swim Lanes that the workflow will be rejected to.
For a more in-depth example of a Loop, see step 5-1:Add approval and revision workflow loop of the Composer tutorial: Creating your own vendor master solution.
Advanced loop configurationBack to top
After a basic Loop node has been inserted, you will need to configure it in the Properties pane.
- Click the Workflow tab.
- In the Canvas, click the Loop node tab (see example below).
- Add any transitions required between the nodes in your loop.
A transition is the movement from one workflow node to another. Click a node, and then drag to draw a transition from the node to another node.
A Node is a single step in a workflow. For example, a node could represent a task assigned to a user, or an action, such as sending a notification or setting of a value. Think of Nodes as the 'building blocks' of a Workflow.
- Start the loop workflow in the SAME Swim Lane as the workflow in the main canvas.
A Swim Lane is a functional role within a workflow. For example, a Swim Lane could represent a functional manager role, a QA role, or a team role.
This sample workflow has 2 Swim Lanes: One for the process Originator, and one for the approving Manager.
- Click Save.