Places a Task in the structure of a Workflow. It identifies a task belonging to the workflow.
When to use it
Use Workflow – Task to identify task work that belongs in a particular workflow instance.
Records and direction
- Relationship type: Structure. Places the target record within the source record’s hierarchy.
- From: Workflow.
- To: Task.
How to use it
- Use the workflow tools to manage tasks for the intended Workflow or Workflow Template, as applicable. Select the correct workflow record and follow its available process for adding or associating tasks.
- Review the selected records and their relationship in the workflow context. Use the workflow’s normal controls to manage its process.
- Check the resulting connection and the selected record versions where applicable. Workflow relationships use the workflow tools; creating them by dropping records into a Structure widget is not the recommended procedure.
Example
Pump Manual Approval contains Review Pump Manual. The task supplies the individual work information, while the Workflow coordinates the broader process.
What to check
The Task belongs to the Workflow’s structure. Review the task and workflow progress together when assessing process status.
Choosing the relationship
Workflow – Task identifies work; Workflow Content identifies what the process handles, and Workflow – Node identifies its steps. Use the workflow’s normal task creation and completion process where applicable.
