Sequence

(This section relates to users with an Enterprise Licence only)

When working on complex workflows the list of activities in Workflow Designer may become pretty long. It may, therefore, be desirable to group and hide related activities under a single collapsible heading to reduce the number of visible activities. This can be achieved by using the Sequence tool. For example, you could create a sequence called Letter to Client, which contains activities for generating a document and posting time.

To group activities:

From the Toolbox, drag the Sequence tool into the Flowchart box at the desired point in the process and join it to your existing workflow.

To do this, drag the connectors to the desired activities.

Click the Right arrow to open the Activity Details and then drag the activities you want to group into the Sequence box and configure them normally.
In the Properties pane, rename the instance of the Sequence tool to help you remember what it contains.

To do this, edit the Display Name property.

Notes

Activities are still run in a sequential manner, based on their hierarchy in the workflow.
Activities in a sequence are linked automatically.
IF conditions cannot be used in a sequence.