Workflow - Log a new job

Workflow - Log a new job

One of the most powerful and useful features of a workflow is the ability to log a new job.  This allows the workflow to break-out into a whole new job and is useful when multiple teams, or business processes are required for a given task.  For every new job that is logged, this new job can have its own workflow and business rules associated with it like any other job, so this allows for some very creative and complex job workflow to take place if required.

 Logging a new job is achieved in workflow via a Job Template.

workflow log new job

Silent workflow object This workflow object can be configured to run silently, meaning it has no user interaction.  Silent workflow object are displayed with this icon.


In order to use this feature, you will need to create a job template that the workflow can use.

Interactive vs Silent


The interactive setting is used to display the new job logging process.  When a "Log a new job" workflow step is marked as "Interactive", it means that the staff member that has invoked that step will need to manually log the job.


The silent setting is used to log the new job silently.  The staff member that has invoked this workflow step does not see any user interface, or have any input into the new job being logged.  HelpMaster simply logs this new job via the selected job template, and the workflow progresses to the next workflow step.

Linking jobs

When a new job is logged via a workflow step, the following linking options are available:

  1. Not linked - The new job is not linked to the original job in any way
  2. Simply link - The new job is linked via a simple link
  3. Parent / Child link : The new job is linked to the original job as a child.  The original job then becomes a parent.

Workflow Ideas

Human Resources - New employee onboarding.  An initial HR job can spawn new jobs for:

  • IT (computer, phone, account creation, email, access etc)
  • Facilities Management (furnature, desk, chair etc.)

Use the linking options to create linked workflow.

See Also

Job Templates

Completing an Action Template

Linking entities to jobs

Workflow Objects