Connects a Workflow Template to a Workflow associated with that reusable process.
When to use it
Use Workflow Template – Workflow when you need to record this connection between the source and target records. Workflow Template – Workflow records the template-to-instance association.
Records and direction
- Relationship type: Non-structure. Associates records without creating a parent-child hierarchy.
- From: Workflow Template.
- To: Workflow.
How to use it
- Use the workflow tools to manage the Workflow Template – Workflow 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 Pump Manual Approval (Workflow) through Workflow Template – Workflow. The association lets readers follow the related information without creating a hierarchy.
Choosing the relationship
Workflow Template – Workflow records the template-to-instance association. Use the normal workflow initialization process to prepare an instance.
