Business workflow part
In almost all instances where you want to instantiate a business workflow, you have to do this by an automation workflow.
This guide aims to guide you though this process.
The first thing you need is a business workflow, which of course has some stages and transitions. It’s important that the transitions that come from the created node do not have any “execution“ constraints on it. There are 3 - and they are named “Only current stage owner can transition“, “Only instance owner can transition“, and lastly, “Only specific user or user group can transition“. Also, you should not have “input“ constraints on it. in other words, the only allowed constraints here, are the ones with “Metadata“ in their names.
Automation part
In the automated workflow, you need to do a bit more to get it working. In the image below, I’ve shown the steps that one needs to instantiate a business workflow.
Step 1: Trigger
This part is the same as with all other automation workflows. Simply put, this is the action that triggered this automation workflow.
Step 2: Validation (Optional)
This part is optional, but needed if you e.g. want to control who should be able to instantiate the business workflow. As written in the business workflow section in the top, transitions from the created note must not contain an “execution“ constrant - meaning that everyone could potentially initialize the business workflow. (Please note that, you should always aim for designing the system to not even allow such users to trigger the automation workflow trigger)
Step 3: Extract itemGuid
As the last step (5) requires an entity guid, which is created from concatenating a string with an itemGuid, we need to extract the itemGuid. This is done with “Item ID to Item GUID”.
Step 4: Create entityGuid (Optional)
This concatonates the itemGuid with a string. The string must be one of the one we’ve predesignated, or alternatively, you have had your own created.
Step 5: Initiate the business workflow
Using the entityGuid together with the sourceMemberId (not sourceMemberItemId), you can now trigger the business workflow via your automation workflow.