How to automatically start a Process from another Process?

For that you need to add an action of type "Run process" to the workflow and configure it.

You can configure an action in three ways:

1. Set a key date for the new process to the moment the current action is released,
2. Add + X days to that moment,
3. Set a fixed date on the calendar.

If you want to use the "Key Date" option, you can specify:

• "Now (date)" - then the new process will start immediately after this action in the process is completed (the "Start Process" action);

• The date specified using a Custom Field on the user's profile (read more about Custom Fields 👉🏻 here).

💡How can this be used for business purposes?

• A Manager or other Role can receive a form where they can enter the process launch date for a given user. The date will be saved in the user's profile in a Custom Field.

• The new process will launch for the employee on the date specified by the Manager or another Role, not a fixed date. This is flexible because the date can be controlled.

The action triggers a new process based on the selected workflow, e.g.,

• launching "Goals" after onboarding is complete;

• or "Employee Farewell" if the employee has rejected a job offer.

The Action handles conditions in the same way as other Action types; that is, its appearance can be dependent on the following conditions:

1. Simple conditions, including:

• execution of another Action (or Actions),

   

• Location,

   

• Category,

• Custom fields.

2. Advanced conditions, allowing you to combine multiple conditions of various types. 
Find out more 👉🏻 here.

3. Segments, which allow you to combine a condition based on a completed Action with a selected Segment. Find out more 👉🏻 here.