When a workflow step ends that has the Create Workflow action, the system automatically generates a new record in the system. This new record can be of any workflow type. It can be created as a child of the current record. It can be conditionally created based on whether any records of the selected workflow type already exist for the control account.
When the new record is created, the information comes from the following:
The ID is regenerated using the prefix of the new workflow type.
The title comes from the default title defined for the new workflow type in Workflow Type Configuration.
The long description is copied from the Create Workflow dialog box.
All standard, custom, and source fields are copied from the record from which it was created, that is, the record with the step action.
The Cost Details Table is regenerated when the record is created if the option is selected, or when the user clicks refresh.
To create an action for a workflow, complete the following steps:
In the Alerts grid, select the workflow row (event) to which you want to add the action.
In the Actions grid, click Insert and select Create Workflow.
Complete the fields on the Create Workflow Configuration Dialog Box.
Complete the field in the Alerts grid.
Click Save.