Places a Node Template within a Workflow Template’s process structure.
When to use it
Use Workflow Template – Node Template when you need to record this connection between the source and target records. Workflow Template – Node Template organizes reusable step definitions.
Records and direction
- Relationship type: Structure. Places the target within the source record’s hierarchy.
- From: Workflow Template.
- To: Node Template.
How to use it
- Use the workflow tools to manage the Workflow Template – Node Template connection for the intended process. Select the relevant workflow, template, or step and use its available controls to associate the records.
- Review the source and target records in the workflow context and confirm the intended connection.
- Check the result using the workflow’s process controls. Workflow-related connections are the exception to creating relationships by dropping records into a Structure widget.
Example
Document Approval Process (Workflow Template) is connected to Technical Review Step (Node Template) through Workflow Template – Node Template. The target appears within the source’s structure.
Choosing the relationship
Workflow Template – Node Template organizes reusable step definitions. Workflow – Node organizes steps in a particular workflow.
