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Informações
titleConsult the correct documentation:

This documentation refers to the new process editor of the platform. If you are using the current process editor, access Configure activities and flows

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Speaking of Subprocess component...

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The Subprocess component represents a point in the process where another complete process, which is the subprocess, will be initiatedstarts. In other words, this component represents a set of grouped activities – that form a process – within a main or larger process, allowing encapsulation of this set of activities within a single component to facilitate the reading and maintenance of the main process diagram.

With the Subprocess component, it is possible to you can break down large and complex processes into smaller parts – subprocesses – improving the understanding comprehension of the steps, as it prevents the diagrams from becoming confusing, simplifying the modeling and management of the process as a whole.

It is You can also possible to reuse a workflow in multiple processes or at various points within the same process, which ensures consistency of the steps, minimizes errors, saves modeling time, and reduces the effort of configuring components.

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If the main process flow allows for a return, when the request reaches the subprocess step, a new request will be opened opens in the subprocess, and the main process request will be is blocked until the subprocess request is completed. As soon as the subprocess request is completed, the main process request is sent back to the step prior to the subprocess, so it can continue in the main flow until its completion.

When using the Subprocess component, it is you can also possible to share information between the forms of the main process and the subprocess. More details are described in the topic Sending data between the process and the subprocess.

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titleEXAMPLE OF USE

In an Employee Registration process, the HR department does the first registration is done by the HR department in the in the company's people management system. After that, it is necessary you need to grant access to the internal tools that the employee will use in their daily activities. However, this is a responsibility of the IT department, which also needs the approval of the manager of the new employee to grant the accesses. In this case, the execution steps of the IT department can be a subprocess within the main employee registration process. The main process will send some employee data – such as name, area of expertise, tools they will use – to the subprocess, and the subprocess will return an email. After the IT steps are completed, HR needs to complete the registration with the email sent by IT.

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The Subprocess component allows you to share information to be shared between the main process and the subprocess, reducing the need to manually re-enter data. For this, it is necessary that both processes – the main one and the subprocess – must have a linked form, thus enabling the flow of information between the processes in a simple and transparent manner.

The definition of the sending and receiving of information between the processes are defined is based on the configuration of the fields in both forms, allowing you to specify which values should be shared to share and the direction of each:

  • main process subprocess: values will be are sent from the main process to the subprocess;
  • main process subprocess: values will be are sent from the subprocess to the main process.
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titleEXAMPLES OF VALUE DIRECTION

  • Send value from the main process form field (source) to the subprocess form field (destinationtarget): Name User Name;
  • Send value from the subprocess form field (source) to the main process form field field (destinationtarget): Name User Name;
  • Send and receive the value from the main process form field and the subprocess form field (both send and receive the value from each other): Name User Name.
Nota
titleImportant!

Each field can receive the value of only one field, ; that is, it is not allowed to you cannot configure the same field to receive values from more than one field.

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titleEXAMPLE

This configuration is not allowed:

  • First Name User's First Name
  • Last Name  User's Last Name

The User's First Name field of a subprocess cannot be configured to receive the values from the First Name and Last Name fields of the process, since, if this were allowed, the first second value received would be overwritten by overwrite the secondfirst.


View guided tour of the Subprocess component

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01. In the process diagram, click on the Subprocess component .

02. On the right side, where the component settings are displayed, click on Usage Guide – located at the bottom.

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When there are previous features, you can click Back to review them.

05. Upon finishing the guided tour, click Finish.

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01. In the process diagram, click on the Subprocess component  you want to configure.

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Title
Name of the step that represents the beginning of another process within the main process. The name You can also be changed change the name directly on the component by clicking on its current name and then on Edit– located on the right side.

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titleEXAMPLE OF USE

In an Asset Purchase process for a company, you could name the component could be named Financial Approval, which are comprising the specific approval steps from of the finance area.

Activity Instructions
Instructions aimed at facilitating the understanding of making it easier to understand what happens in this step, which is a subprocess, such as data that will to be sent to the subprocess or data that will to be received from the subprocess. The instructions are displayed in the Request Information tab of the request displays the instructions.

Dica
titleTip!

When preparing the instructions for a step, it is common to need to search for information from other documents or websites. The platform has the concept of hyperlink, which allows you to include an instruction document as well as Internet addresses through external documents, both stored in the Documents, resource resource, avoiding information replication and facilitating navigation. To do this, simply use the format [WD:doccodecodigodoc], replacing doccode with codigodoc with the numeric code of the document.

Process
Process that will to be included within the main process as a subprocess. Any You can use any existing process on the platform can be used as a subprocess within another process. However, it is necessary that it has must have at least one published version.

Transfer Attachments
When enabled, it determines that all attachments added in to the main process request will be copied to the request created in the subprocess in questionat issue. However, the opposite does not occur, meaning that attachments added in to the subprocess request are not copied to the main process request. This option is only enabled when the main process already has a linked form, and a process that has at least one published version has been is selected in the Process field.

Joint cancellationCancellation
When activated, it determines that if the main process request is canceled, the subprocess request will is also be canceled. However, the opposite does not occur, meaning that if the subprocess request is canceled, the main process request will is not be. This option is only enabled when the main process already has a linked form and a process that has at least one published version has been selected in the Process field.

Move Activity
When activated, it determines that, as soon as the request reaches the step that is the subprocess, it will be initiated starts immediately, without the with no need to access the Task Center for that. In other words, when sending the main request to the subprocess, the first step of the subprocess – or the first ones, if the subprocess flow is alternative – will be is displayed for selection and definition of the responsible party when the assignment type allows. This option is only enabled when the main process already has a linked form, and a process that has at least one published version has been is selected in the Process field.

03. Click on Configure Fields to define the data sharing between the forms of the main process and the subprocess.

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This option is only enabled when the main process already has a linked form, and a process that has at least one published version has been is selected in the Process field.

The field configuration allows you to define which values should be shared to share between the forms of the two processes and the direction of each. It is possible to You can send data from the main process form to the subprocess form and vice versa. More details can be obtained in Find more details at Data Sending between the Process and the Subprocess.

04. Click on Add .

05. In the Process Fields column, select the field from the main process form that will to send or receive the value from the subprocess form – according to what is defined in the Direction column.

06. In the Direction column, define the direction of the value sharing for that field, ; that is, whether the field value should be sent to the subprocess or received from the subprocess.

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To change the direction, simply click on the arrow until the desired direction is displayed.

The direction options are:

  • Send the value: the value contained in the selected field of the main process will be is sent to the field of the subprocess selected in the Subprocess Fields column.
  • Receive the value: the selected field of the main process will receive receives the value from the field of the subprocess selected in the Subprocess Fields column.
  • Send and receive the value: the value contained in the selected field of the main process will be is sent to the field of the subprocess selected in the Subprocess Fields column and, subsequently, the selected field of the main process will receive receives back the value contained in the field of the subprocess selected in the Subprocess Fields column.

07. In the Subprocess Fields column, select the field of the subprocess form that will send or receive – according to what was is defined in the Direction column – the value from the field of the main process form that was is selected in the Main Process Fields column.

08. Click on Save  – located on the right side.

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To cancel adding the value transfer between the fields, simply click on Cancel – located on the right side – instead of Save .

In the The Status column , displays the situation status of the value sharing relationship between the fields of the main process form and the subprocess is displayed. The indicators are:

  • → indicates that the sharing between the fields is correct and functional;
  • → indicates that there is some inconsistency in the sharing between the fields is inconsistent, such as a field being changed edited or no longer existing in one of the forms.

It is possible to You can edit the relationship between the fields by clicking on Edit – located on the right side – and changing the desired items. To remove the added relationship between the fields, simply click on Remove  – also located on the right side.

09. Once you have completed the configuration of all desired sharing relationships between the fields, click on Save.

10. Click on the Assignment tab to see who will be responsible for the request that will to be created in the subprocess.

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The displayed assignment is the one configured in the first step of the subprocess, ; that is, the request that will to be opened in the subprocess will be sent to the responsible party according to in accordance with the type of assignment defined in the subprocess.

11. Click on Save draft – located on the right side of the top bar – to save the settings made in the Subprocess component.

12. In the displayed message, click on Ok, I understand.


Configure data sharing between processes

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01. In the process  diagram, click on the Subprocess component  for which you want to configure data sharing between the main process and subprocess forms.

02. In the General tab, click on Configure fields.

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This option is only enabled when the main process already has a linked form, and a process with at least one published version has been is selected in the Process field.

The field configuration allows you to define which values should be shared to share between the forms of the two processes and the direction of each. It is possible to You can send data from the main process form to the subprocess form and vice versa. More details can be found in Find more details at Sending data between the process and the subprocess.

03. Click on Add .

04. In the Process fields column, select the field from the main process form that will to send or receive the value from the subprocess form – according to in accordance with what is defined in the Direction column.

05. In the Direction column, define the direction of the value sharing for that field, ; that is, whether the field value should be sent to the subprocess or received from the subprocess.

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To change the direction, simply click on the arrow until the desired direction is displayed.

The direction options are:

  • Send the value: the value contained in the selected field of the main process will be is sent to the field of the subprocess selected in the Subprocess fields column.
  • Receive the value: the selected field of the main process will receive receives the value from the field of the subprocess selected in the Subprocess fields column.
  • Send and receive the value: the value contained in the selected field of the main process will be is sent to the field of the subprocess selected in the Subprocess fields column and, subsequently, the selected field of the main process will receive receives back the value contained in the field of the subprocess selected in the Subprocess fields column.

...

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To cancel adding the relationship between the fields, simply click on Cancel – located on the right side – instead of Save.

In the The Status column , displays the situation status of the value sharing relationship between the form fields of the main process and the subprocess is displayed. The indicators are:

  • → indicates that the sharing between the fields is correct and functional;
  • → indicates that there is some inconsistency in the sharing between the fields is inconsistent, such as a field being changed edited or no longer existing in one of the forms.

It is possible to You can edit the relationship between the fields by clicking on Edit – located on the right side – and changing the desired items. To remove the added relationship between the fields, simply click on Remove  – also located on the right side.

08. Once you have completed the configuration of all desired sharing relationships between the fields, click on Save.

09. Click on Save draft – located on the right side of the top bar – to save the changes made to the Subprocess component.

10. In the displayed message, click on Ok, I understand.


Editing data submission between processes

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01. In the process diagram, click on the Subprocess component  for which you want to edit the data sharing between the main process and subprocess forms.

02. In the General tab, click on Configure fields.

03. Locate the field relationship you wish to edit.

04. Click on Edit – located on the right side.

05. Change the desired items.

06. Click on Save  – located on the right side.

07. Once you have completed all desired changes, click on Save – located in the bottom right corner.

08. Click on Save draft – located on the right side of the top bar – to save the changes made to the Subprocess component.

09. In the displayed message, click on Ok, I understand.


Remove data sharing between processes

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01. In the process diagram, click on the Subprocess component  from which you want to remove the data sharing between the main process forms and the subprocess.

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03. Locate the list of fields you want to remove.

04. Click on Remove– located on the right side.

05. In the confirmation message displayed, click on Confirm to confirm the removal of the sharing relationship between the fields.

06. Once you have completed all desired removals, click on Save – located in the lower right corner.

07. Click on Save draft – located on the right side of the top bar – to save the changes made to the Subprocess component.

08. In the displayed message, click on Ok, I understand.


Frequently asked questions

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Can the Subprocess component impact the performance of the process?

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In general terms, the use of the Subprocess component does not significantly impact the performance or execution of a process.

What can impact it is the use of many subprocesses in a single process, very complex subprocesses, and those with many automated activities or external interactions – such as API calls.

Therefore, it is ideal to ensure that subprocesses are not excessively overloaded with complex activities.

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Is it possible to

Can I reuse a subprocess in different parts of the same process or in other processes?

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Yes. The purpose of the Subprocess component is precisely this: to allow processes to be reused at various points within the same process or across different processes, making modeling more efficient and avoiding the duplication of activities that are common in several processes.

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What happens if a subprocess fails or returns a rejection?

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If no alternative path has been is configured, it is possible that the main process may get stuck if the subprocess encounters a failure or a rejection.

Therefore, it is extremely important to configure error capture events to handle exceptions within the subprocess – which will redirect the process to a correction or notification step – and exception flows with conditional decisions – which will redirect the process along to another path or finalize the request with a notification about the failure.

Ensuring that the subprocess has well-defined exception flows will prevent prevents the main process from being impacted by a failure or rejection.

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Can the subprocess have different assignments and responsible parties from the main process?

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Yes. The subprocess is nothing more than a process that has been included within the main process and has its own set of participants – such as users, groups, and roles – which can be different – or the same – as those in the main process.

This allows responsibilities to be delegated according to in accordance with what makes sense for the subprocess, facilitating task distribution and monitoring within a broader process, which is the main process.

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What happens if you edit or delete a field in one of the forms configured to share data

is changed or deleted

?

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An alert informing notifying that there is an inconsistency exists in the relationship of the fields will be is displayed in the Status column of the Field Configuration. In this case, just simply adjust the field at issue in question in the form so that the data sharing works correctly again.

Informações
titleAttention!

This documentation is valid from the   Voyager update (2.0) update onwards. If you are using a previous update, it may contain information different from what you see on your platform.



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