Configure a Subprocess With InfoPath

To configure a subprocess with InfoPath, do the procedure in this topic.

Screen



Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, go to the Activity Library, and open the SharePoint SharePoint icon tab.
      2. On the SharePoint SharePoint icon tab, drag the SubProcess With infoPath SubProcess With infoPath icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Configuration Properties Configuration Properties icon.
  3. Configure Subprocess With InfoPath Configuration screen.
  4. Click Subprocess Template Subprocess Template icon.
  5. On the InfoPath Subprocess Model screen , in the InfoPath Subprocess Model field, select the process from InfoPath form services from the list.
  6. Click Subprocess Configuration Subprocess Configuration icon.
  7. On the Subprocess Configuration screen, do this procedure.
    1. To specify the format for the name of the subprocess, do one of these:
      • To use the name of the process model to create the process instance name, in the Subprocess Instance Name Format field, select Name .
      • Select Custom to specify a different format.

        In the Custom field, enter the name of the process, or drag a process data variable from the Process Data screen.

    2. (Optional) To add a GUID to the custom subprocess name, select If the subprocess name already exists, append the name with @${GUID}.
    3. To specify the participant who starts the subprocess, do one of these:
      • To let the process initiator start the subprocess, in the Subprocess Initiator Name, select Process Initiator.
      • To let a different participant start the subprocess, select Custom.

        In the Custom field, drag a participant from the Process Data screen.

  8. Click Schema Mapping Schema Mapping icon.
  9. On the Schema Mapper screen, drag the variables from the parent process model schema to child process model schema as necessary to connect them.