Create Process Using Existing Record

Feature Description

Create a workflow using an existing record. After successful creation, the existing record will be bound to the newly created workflow. The data in the workflow's start form will use the field values of the record specified by the Record ID. Note: If data has already been entered and you want to initiate a workflow using this record, you can use this action to complete it

Parameter Settings

Configuration Item	Description
Workflow Module	The module to which the workflow belongs
Process	The workflow to be created
Process Variables	Set process variables during creation
Form Data Table	If the workflow has a start form configured, select the data table that stores the form data
Record ID	The ID of the record that needs to be bound to the workflow

Example

In a data table, if we need to use an existing record to create a workflow through the right-click menu, we can achieve this by adding a button with an execution action of Create Process Using Existing Record. As shown in the figure below, in the leave application module, we initiate a leave process through a button.

Example Figure

Configuration Instructions

Suppose there is a simple Leave Application process. After the process is initiated, the process instance ID is saved in the Leave Application data table.

The structure of the Leave Application data table that stores form data is as follows:

Field	Type	Description
applicant	User Selection	Applicant
leaveType	List Selection	Leave Type, with options Annual Leave, Sick Leave, Personal Leave
startDate	Date	Start Date
endDate	Date	End Date
reason	Multi-line Text	Reason for Leave
status	List Selection	Status, with options Pending Approval, Approved, Rejected
approver	User Selection	Approver
instanceId	Single-line Text	Process ID

The process flow diagram is as follows:

The process startup settings are as follows:

Control configuration is as follows: