Configuring flowchart Task schemas

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Task schemas determine the identity and behavior of their task groups. To create workflow Task schemas, you must configure a Tasks table and an Outputs table to standardize its task requests and fulfillment. 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.

This article explains how to configure the flowchart steps on your Task schema and map the transitions between all flowchart steps. 

To create a flowchart 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

Configure the flowchart steps

After creating the Task schema, complete the flowchart configuration section. This section is unique to flowcharts and inserts other Task schemas as steps between the flowchart’s Task and Output.

To add Task schemas to the flowchart:

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

Configure mapping between flowchart tasks

After configuring the flowchart steps, you need to configure how data is passed from one step to the next. This process, called mapping, moves users smoothly through flowcharts by connecting data between tasks, automatically launching the next task when the previous one is completed. Mapping must be completed for each flowchart step and all possible transitions.

To configure flowchart mapping:

  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.

Repeat this process for each task associated with the flowchart.

After configuring all flowchart tasks, 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.

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