Automatically launch another process when a task is completed
Here’s how you can launch a new process when a task is completed:
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Select the step from the template that should trigger the launch of a new process.
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Click “Advanced” and toggle “Launch another process when this task is complete”
- Choose a template from the dropdown to launch an automated process.
You will only be able to choose templates which do not have any required kick off form fields - because you cannot automatically launch a process where kick-off form fields are required at present. Also note that archived templates won’t appear in the dropdown list.
- Customize the name of the process that will be launched using “Insert variables”, or leave it to the default format “Month day - hh:mm - Template Name” for automatically launched processes. The curly brackets on the top right of the process name editor let you pick variables - which are essentially any required fields within the current template you’re in.
The link between two processes - tags
To know if the automation happened, look out for the Tallyfy Bot commenting on the task where the automation took place under the activity tab. Just go to your process and click on Settings > Activity:
When the parallel process or “child” launches, it will be automatically tagged with the unique ID of the task, process, and step that spawned it. This ensures a traceable, unique link between the parent and child process.