Submit a new dossier item from a dossier item

You can submit another dossier item to an action in the workflow so that the opened dossier item causes a new workflow to start.

To submit a new dossier item using an action:

1. Open Profit.
2. Go to: CRM / Dossier / Configuration / Dossier item type.
3. Open the properties of the dossier item type..
4. Go to the tab: Workflows.
5. Open the properties of the workflow..
6. Click on: the first action of the workflow.
7. Open the frame New dossier item.
8. Select a value for Submit.

   You can choose between:

   • Submit a dossier item (modifiable)
   • Submit a dossier item (not modifiable)
9. Select the dossier item type that can be submitted using the action.

   In the Fields frame, you see the fields that are completed for the dossier item. If it is a fixed value, this is what you see. Otherwise you see the field description in square brackets.

10. Click on: to add fields.
11. Double-click on the empty field in the Field column.
12. Select the field that you want to submit for the action. Here you only see the fields that you have selected in the properties of the dossier item type plus any custom fields.
13. Double-click on the empty field in the Fill with column.
14. Select how/with which you want to fill the field.
15. Double-click on the empty field in the Value column.
16. Select the value for the field.

    Add all the fields that must be completed when submitting the dossier item.

17. Click on: OK.
18. If required, make further changes to the workflow.
19. Click on: Publish.