xDM : Send data to a task in the workflow -in order to create a new entity with prefilled data
L
Le Tellier
started a topic
almost 2 years ago
Hi,
I have the following use case and I'd like to know if it is possible to design it in a workflow.
From a list of closed agency (displayed in a workflow) the user will have to analyze and check if the closing is due to a business move or not.
If it's the case then he will have to create a new agency.
To do so, in the current workflow the user will have to select button "create new agency" => this will send the user to the agency creation task.
In this creation, we want to copy some data from the current agency to the new one in order to avoid useless user action => so from the interface for the new agency, some data will be automatically filled.
Do you know if it's possible to do this ? and how ?
thank you.
Best Answer
H
Hitha Kishore
said
over 1 year ago
Yes, your use case can be designed in a Semarchy workflow. You can guide the user through a process where they review closed agencies, determine if a new agency should be created, and, if so, launch a task to create a new agency with pre-filled data from the closed agency.
How to Implement This in a Semarchy Workflow
1. Display the List of Closed Agencies
Start with a user task that presents the user with a list of closed agencies. This can be configured using a stepper on the relevant entity.
2. User Decision and Transition
Add a transition from the review task with two options: one for "business move" (requiring new agency creation) and one for "no action needed."
The "create new agency" button can be implemented as a transition to a new workflow task.
3. Launch Agency Creation Task
The transition to the agency creation task should use the "Create Single Record" stepper mode. This opens a form for the user to create a new agency.
4. Pre-fill Data in the New Agency Form
To pre-fill data from the closed agency:
Use a transition trigger (a database procedure) that copies relevant data from the selected closed agency to the new agency creation context.
Alternatively, configure the stepper for the creation task to use default values or SemQL expressions that reference the source agency’s data, if available in the workflow context.
5. Complete the Workflow
After the new agency is created, the workflow can transition to a review or completion task as needed.
1 person has this question
1 Comment
H
Hitha Kishore
said
over 1 year ago
Answer
Yes, your use case can be designed in a Semarchy workflow. You can guide the user through a process where they review closed agencies, determine if a new agency should be created, and, if so, launch a task to create a new agency with pre-filled data from the closed agency.
How to Implement This in a Semarchy Workflow
1. Display the List of Closed Agencies
Start with a user task that presents the user with a list of closed agencies. This can be configured using a stepper on the relevant entity.
2. User Decision and Transition
Add a transition from the review task with two options: one for "business move" (requiring new agency creation) and one for "no action needed."
The "create new agency" button can be implemented as a transition to a new workflow task.
3. Launch Agency Creation Task
The transition to the agency creation task should use the "Create Single Record" stepper mode. This opens a form for the user to create a new agency.
4. Pre-fill Data in the New Agency Form
To pre-fill data from the closed agency:
Use a transition trigger (a database procedure) that copies relevant data from the selected closed agency to the new agency creation context.
Alternatively, configure the stepper for the creation task to use default values or SemQL expressions that reference the source agency’s data, if available in the workflow context.
5. Complete the Workflow
After the new agency is created, the workflow can transition to a review or completion task as needed.
Le Tellier
Hi,
I have the following use case and I'd like to know if it is possible to design it in a workflow.
From a list of closed agency (displayed in a workflow) the user will have to analyze and check if the closing is due to a business move or not.
If it's the case then he will have to create a new agency.
To do so, in the current workflow the user will have to select button "create new agency" => this will send the user to the agency creation task.
In this creation, we want to copy some data from the current agency to the new one in order to avoid useless user action => so from the interface for the new agency, some data will be automatically filled.
Do you know if it's possible to do this ? and how ?
thank you.
Yes, your use case can be designed in a Semarchy workflow. You can guide the user through a process where they review closed agencies, determine if a new agency should be created, and, if so, launch a task to create a new agency with pre-filled data from the closed agency.
How to Implement This in a Semarchy Workflow
1. Display the List of Closed Agencies
Start with a user task that presents the user with a list of closed agencies. This can be configured using a stepper on the relevant entity.
2. User Decision and Transition
Add a transition from the review task with two options: one for "business move" (requiring new agency creation) and one for "no action needed."
The "create new agency" button can be implemented as a transition to a new workflow task.
3. Launch Agency Creation Task
The transition to the agency creation task should use the "Create Single Record" stepper mode. This opens a form for the user to create a new agency.
4. Pre-fill Data in the New Agency Form
To pre-fill data from the closed agency:
Use a transition trigger (a database procedure) that copies relevant data from the selected closed agency to the new agency creation context.
Alternatively, configure the stepper for the creation task to use default values or SemQL expressions that reference the source agency’s data, if available in the workflow context.
5. Complete the Workflow
After the new agency is created, the workflow can transition to a review or completion task as needed.
1 person has this question
Hitha Kishore
Yes, your use case can be designed in a Semarchy workflow. You can guide the user through a process where they review closed agencies, determine if a new agency should be created, and, if so, launch a task to create a new agency with pre-filled data from the closed agency.
How to Implement This in a Semarchy Workflow
1. Display the List of Closed Agencies
Start with a user task that presents the user with a list of closed agencies. This can be configured using a stepper on the relevant entity.
2. User Decision and Transition
Add a transition from the review task with two options: one for "business move" (requiring new agency creation) and one for "no action needed."
The "create new agency" button can be implemented as a transition to a new workflow task.
3. Launch Agency Creation Task
The transition to the agency creation task should use the "Create Single Record" stepper mode. This opens a form for the user to create a new agency.
4. Pre-fill Data in the New Agency Form
To pre-fill data from the closed agency:
Use a transition trigger (a database procedure) that copies relevant data from the selected closed agency to the new agency creation context.
Alternatively, configure the stepper for the creation task to use default values or SemQL expressions that reference the source agency’s data, if available in the workflow context.
5. Complete the Workflow
After the new agency is created, the workflow can transition to a review or completion task as needed.
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