Configure flowchart Task schemas

Task schemas represent singular jobs to be completed (e.g. Quality Control). Task schemas can be strung together to model larger workflows (Vendor Sample Processing and Quality Control executed consecutively). Flowcharts are workflow Task schemas that extend this functionality by compiling multiple tasks together either in a strict order or in parallel into a complete process that is executed from beginning to end and notify watchers when a task is completed.

To create a Task schema or to learn more about creating direct- and entry-execution Task schemas, visit Configuring Task schemas.

Getting started

To create and configure Task schemas, you must:

• Have Admin permissions for your organization to create and configure Task schemas
• More than one Task schema to configure into a flowchart

Select Task Schemas to include in the Flowchart

To add Task schemas to the flowchart:

1. In the Task Schemas tab, click + to add new steps between the flowchart’s Task and Output.
2. Select the applicable Task schema(s) from the drop-down menu. 
3. After adding the flowchart steps, configure mapping between flowchart tasks in the Transitions tab.

Configure transitions between flowchart tasks

After selecting the relevant task schemas, configure how data is passed from one step to the next. 

To configure flowchart transitions:

1. In the Transitions tab of the flowchart configuration section, click Edit, then click + Add Transition.
2. In the Transitions tab, select the source and target Task schemas for mapping.
   • Multiple source tasks can map per a given target task. Mapping multiple source tasks to a single target task vs. separate source-to-target task mappings may be determined on whether both mappings are required or not.
3. Click Configure.
4. Under Source Schema, select the mapping data source from the Task or Output table of the previous task. For the step after the flowchart task, only Task is available to select.
5. In the Configure Mapping window, select a lookup object in the target task and attribute the source data it will map from.
   • The lookup object is usually a field on the previous Task or Output table, and the attribute is the field value. You can also choose to map any value from the flowchart’s Task table by selecting Flowchart task as the lookup object.
6. Click Finish when all fields are configured.

Build the flowchart diagram:

1. In the Template Flowchart tab of the flowchart configuration section, click Open flowchart editor.
2. On the right side of the panel, drag and drop the Task schemas onto the flowchart diagram. Connect the mappings based on the transitions you just configured in the previous tab.
3. Once the template flowchart is assembled to match the transitions mapping, click Submit.
4. To save all changes to the flowchart configuration click Submit.

Note: If your mappings use conditional logic (based on drop-down fields between source and target tasks), drag the diamond icon to add a router into the mapping lineage between those tasks. 

Next steps

When your flowchart Task schema is configured and its steps mapped, you can start creating flowcharts and executing tasks.