Process Step Details - Execute Process

Select the process you want to execute. It is added to the current process in the sequence in which it should be executed. 

If the Process selected for the Execute Process step uses a:

• Job view as the Filter, that process must have parameters set so that Job(s) are selected.
• Document view as the filter, document information is available for use as merge fields in Create Document steps and as attachments in Create Email steps.

Note: Automations marked as Inactive or Draft will not be executed, and an error will be displayed in the History tab.

The Apply Additional Process Filter option can be used as a way to split a Process. It can avoid duplications in processes, and is used to set up 'master' Processes and then have 'secondary' Processes that run on certain conditions.

• When Apply Additional Process Filter is set to "No", the filter from the initiating Process is used as the filter for the Execute Process.
   
• When Apply Additional Process Filter is set to "Yes", the filter from the process to be executed is used, in addition to that from the initiating Process. 
  
  After running any steps for Clients, Documents, Tasks or Jobs that meet the criteria using the filter from the initiating Process, additional processes can be executed using the filters in the process selected for the Execute Process step, and enabling Apply Additional Process Filter.

Note: The process selected in the Execute Process must apply the same filter criteria as the initiating process, but can have additional parameters. For example, if the filter for the initiating process retrieves Clients for a specific Custom Field, a Client filter must also apply to the process run with the Execute Process step.

For example, if Process A is filtered by Clients - View filter (an email reminding them of their lodgement due date), and Process B is set to the Document - View filter:

• Apply Additional Process Filter = No: Process B will not run because the filter type does not match the initiating process filter (Clients). 
• Apply Additional Process Filter = Yes: Process B still won't run because the filter type does not match the initatiation process filter (Clients). 

To run a process with a completely different Filter, this must be run as a separate process, not with the Execute Process step.

When Block Initiating Process is enabled, this blocks the initiating process from completing until the process in the Execute Process step has been completed. For example:

• If the Execute Process contains a Blocking or Autocomplete Task, the initiating process does not get processed until the task is complete.
• If the Execute Process contains a Delay step, the initiating process does not get processed until the Execute Process has been completed.
• If the Execute Process fails, the top level process will complete with a warning in Process History.