Back Forward Flow form
Editing the Call or Branch to a Subflow shape properties

About Flow rules

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A Flow shape (Flow) may represent any of the following:

Caution Don't confuse the Flow shape with the similar Start shape (Start). Every flow contains a single Start shape. A Start shape has no incoming connectors.

A flow rule that is branched to or called by another is sometimes informally called a subflow. However, no field on the rule form identifies a flow rule as a subflow. The term subflow describes how a flow execution is started rather than the rule's characteristics. Some Business Process Management materials use the term subprocess for a branch flow.

NoteUse the Spin-off shape rather than a Flow shape to start an asynchronous flow execution, in which the current flow execution continues while the subflow executes. See Flow form — Editing the Spin-off shape properties.

 zzz To call or branch to a subflow from this flow

1. Drag the Flow icon from the stencil onto the flow and drop it.

2. When the SubProcess Properties appear, complete five fields:

Field

Description

Name

Assign a name to the shape. . Choose a name meaningful to application users who see this on the work object history display, the breadcrumbs control (for entry points), and the Where-Am-I? diagram. It does not affect flow execution.

Tip When first building, it is simplest to make this name the same as the name of the called flow. Later when your flow is complete, you can change the name to be more descriptive.

Define Flow on

Identify the objects the flow rule is to update. Select:

  • On Current Work Item to continue processing on the current (unresolved) work object in the next flow.
  • Choose On Another Work Item to start processing on a different work object.
  • Choose On Embedded Page when this flow is part of a Split-forEach operation.
Application

SmartPromptOptional. Select the name of the application that you want to link to the flow shape. The value of this field is referenced with the flow diagram in application documents.

Work Type

SmartPromptOptional. Select the name of the work type for the application that you want to link to the flow shape. The value of this field is referenced with the flow diagram in application documents.

Use Case

SmartPromptOptional. Select the name of the use case for the application and work type that details the implementation requirements for the flow shape. The value of this field is referenced with the flow diagram in application documents and on the Implementation tab of the corresponding Rule-Application-UseCase instance.

3. Complete other fields that appear.

 zzz Completing the fields — On Current Work Item

Complete these fields if you selected On Current Work Item in the Define Flow on field.

Field

Description

Name

Assign a name to the new flow, an arbitrary text string containing no spaces. This name appears in the Visio diagram and in your flow form.

Tip When first building, it is simplest to make this name the same as the name of your flow. Later when your flow is complete, you can change the name to be more descriptive.

Define Flow on

Identify the objects the flow rule is to update. Select:

  • On Current Work Item to continue processing on the current (unresolved) work object in the next flow.
  • Choose On Another Work Item to start processing on a different work object.
  • Choose On Embedded Page to apply this flow to each object in a Split-forEach shape.
Flow Type

Select Regular, Screen Flow or BPMN as the category of the destination subflow to be started.

If the current flow is a screen flow, the subflow must also be a screen flow.

Flow RuleRequired

SmartPrompt (for On Current Work Item) Select a flow rule by Flow Type, the second key part of the flow rule branched to.

Subflow
Re-entry?

Select to allow users to reenter this subflow at the beginning by clicking a rectangle on the breadcrumbs display. This field works with Perform harness rules that include a breadcrumbs display and with assignments that offer the Previous flow action. In other cases, the value has no effect.

Parameters

Some flow rules have input parameters. Enter parameters for the selected flow rule.

Audit Note

SmartPromptOptional. Select or enter the name of a Rule-Message rule to control the text of an instances added to the work object history (the "audit trail") when a flow execution completes this shape. Process Commander includes a few dozen standard messages in the Work- class. (Through field value rules, the corresponding text on work object history displays can be localized.)

NoteOptionally, to reduce the volume of history detail instances, your application can prevent system-generated messages from being added to work object history. See Controlling the volume of generated work object history instances and the Pega Developer Network article PDNPRKB-25196 How to control history instances written to the audit trail.

Entry Point?

Select to indicate that this task is an entry point, which a user can return to using the breadcrumbs control or the standard flow action Work-.Previous. The default is cleared.

If this box and the SubFlow Re-Entry? box are both selected, steps marked as entry points in the subflow disappear from the breadcrumbs display when the subflow execution is complete. The user can restart the subflow execution from the beginning, but can no longer re-enter it at interim entry points.

This field works with Perform harness rules that include a breadcrumbs display and with assignments that offer the Work-.Previous flow action. In other cases, the value has no effect.

Only going back?

This check box appears only when you select the Entry Point? check box. Select to restrict users at runtime who are at this entry point to choose only those entry points (on the breadcrumbs display) that identify earlier steps in the flow.

Leave unselected to allow users to select any entry point of the flow when at this entry point. They can click the breadcrumbs control or tab to complete or visit an earlier or later step.

TipFor maximum user flexibility, leave this check box unselected if your flow accepts inputs in any order. However, this approach is typically not workable for flows that contain fork and decision shapes, or that have intermediate tasks that are not entry points.

 zzz Completing the fields — On Another Work Item

If you choose On Another Work Item, complete these fields. This choice is not available for screen flows.

Field

Completing the Field

Class

SmartPromptSelect the class (work type) of the "other" work object.

Work Property

SmartPromptEnter a property reference in the current work object that identifies the key (.pzInsKey property) of the other work object. Leave this blank if the (when this shape is reached) the other work object is already open as a page on the clipboard.

Page Name

Optional. If (when this shape is reached) the other work object is present on the clipboard, enter the page name that holds it. If the other work object is not present, enter the page name to be created that holds it. When you leave this field blank but complete the Work Property field, the system opens the work object on a page named pyNextObj (or pyNextObj_1, and so on).

NoteTo start the flow execution, the current requestor must hold a lock on the work object. If the current requestor does not hold or cannot acquire this lock, the system starts a problem flow rather than the designated flow.)

Flow Type

Select Regular, Screen Flow or BPMN as the category of the destination subflow to start.

Flow Rule Required

SmartPrompt Select the Flow Type, the second key part of the flow started for the other work object.

Audit Note

SmartPromptOptional. Select or enter the name of a Rule-Message rule to control the text of an instances added to the work object history (the "audit trail") when a flow execution completes this shape. Process Commander includes a few dozen standard messages in the Work- class. (Through field value rules, the corresponding text on work object history displays can be localized.)

NoteOptionally, to reduce the volume of history detail instances, your application can prevent system-generated messages from being added to work object history. See Controlling the volume of generated work object history instances and the Pega Developer Network article PDNPRKB-25196 How to control history instances written to the audit trail.

Entry Point?

Select to indicate that this task is an entry point, which a user can return to using the breadcrumbs control or the standard flow action Work-.Previous. The default is cleared.

 zzz Completing the Fields — On Embedded Page

If you choose On Embedded Page, complete these fields. This choice is not available for screen flows.

Field

Completing the Field

Page Property

SmartPromptEnter a reference to the property (of mode Page, Page List, or Page Group) that holds the embedded page.

Class

SmartPromptIdentify the class (such as the work type) of the embedded page. You can enter a property reference or expression here.

Flow Type

Select Regular, Screen Flow or BPMN as the category of the destination subflow to be started.

Flow RuleRequired

SmartPrompt Select the Flow Type, the second key part of the flow to be started for the other work object.

Audit Note

SmartPromptOptional. Select or enter the name of a Rule-Message rule to control the text of an instances added to the work object history (the "audit trail") when a flow execution completes this shape. Process Commander includes a few dozen standard messages in the Work- class. (Through field value rules, the corresponding text on work object history displays can be localized.)

NoteOptionally, to reduce the volume of history detail instances, your application can prevent system-generated messages from being added to work object history. See Controlling the volume of generated work object history instances and the Pega Developer Network article PDNPRKB-25196 How to control history instances written to the audit trail.

Entry Point?

Select to indicate that this task is an entry point, which a user can return to using the breadcrumbs control or the standard flow action Work-.Previous. The default is cleared.

Only going back?

This check box appears only when you select the Entry Point? check box. Select to allow users at runtime who are at this entry point to choose only those entry points (on the breadcrumbs display) that identify earlier steps in the flow, already completed.

Leave unselected to allow users to visit or complete or revisit the entry points of the flow in any order. Regardless of which step is currently displayed, they can click the breadcrumbs control to complete or revisit any earlier, or later, steps.

TipFor maximum user flexibility, leave this check box unselected if your flow allows inputs to arrive in any order. However, this approach is typically not workable for flows that contain fork and decision shapes, or that have intermediate tasks that are not entry points.

4. Click  Apply  .

5. Attach at least one incoming connector to the shape. For a branch to another flow, do not connect any outgoing connectors to the shape. For a call of a subflow (with return), attach one outgoing connector from the shape.

(To edit these shape properties after you save the Flow form, open the Diagram tab, right-click the shape, and select the Edit tab on the pop-up window.)

zzz About Flow rules