It's possible to attach to a checklist another process, already saved in your Clustdoc account.
Attaching a process to your checklist can be useful to build workflows across different processes.
Attaching a process to your checklist
- Click on the 'Dropdown arrow ▼' on the 'Add new steps' button
- Select Attach another process
- Choose which process you want to add
Optional: Add your conditional display.
Example #1 - From a process
You need to run a standard enrollment process that needs to be triggered once the admission process is completed. In this case, you'll be able to attach the enrollment process to your admission process.
Example #2 - From a live application
You want to quickly be able to add grouped line items to live applications. In the example below, we're importing a sub-process called financial documents in order to request a list of financial documents to the end-users once the core process is reviewed.