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High Compliance Environment Help Center

Start a subworkflow from a workflow assigned to you

Create a subworkflow to add steps within a workflow step assigned to you.

Subworkflows let you add steps to a workflow step that you've been assigned. 

For example, you might need to work with several others to achieve the step outcome. You could start a subworkflow that defines that process and involves those other parties.

You may also need to attach supplementary files to your subworkflow, for example, to give instructions to the parties involved in that process.

Tip!

No one will be able to move the document through the original workflow until your subworkflow is completed or terminated.

Start a subworkflow

  1. Open the workflow.
    If you need step-by-step instructions, see our help on opening a workflow task from the My Tasks page.
  2. Select the documents that you want to submit into a subworkflow.
  3. Click the Start Subworkflow button.

Tip!

If you are the reviewer and the Start Workflow button is not available, this means you don't have the right permissions under their user role to initiate workflows. Or, the step is a parallel step which you cannot initiate a subworkflow from. 

If you need to use Start a Workflow but the Start a Workflow button isn’t available for your project, please contact the Aconex Service Desk.

  1. You'll see the first page of the Start Workflow Wizard, called Select Documents. Your chosen documents should appear here. If you need to add some notes or instructions for the reviewers, attach them as a supplementary file to this workflow. 
  2. Click the Next button.
  3. You'll see the Select Workflow Template page of the wizard. Choose the template you want to use for this workflow. By default, you'll only see workflow templates created by your organization. To search through templates created by all organizations on the project, uncheck the Show templates from my organization only box.
  4. Click the Next button.
  5. You'll see the View and Edit Workflow Settings page of the wizard.
  6. Type a descriptive name for your subworkflow into the Workflow Name field.
  7. Enter any workflow instructions into the Workflow Note field. This information is visible to all participants reviewing documents in the workflow.

Tip!

You'll see a warning message if:

  • the completion date for the subworkflow is later than the completion date of the parent workflow
  • any participant in the subworkflow is a participant in the parent workflow.
  1. Complete the fields you need in the Transmittal Settings section.
  1. Add any recipients that you want copied on the final transmittal in the Final Transmittal – Additional Cc Recipients field.
  1. Edit the subworkflow's step details and completion rules if you need to.
  1. Click the Submit button to activate the subworkflow. You'll see the transmittal for the documents within your subworkflow.

Tip!

If the review timeframes you've put into your subworkflow exceed the time allowed for this review step in the original workflow, you'll see a warning about that when you click Submit. You can choose to ignore the warning, but be aware of the impact this will have on other project participants and their deliverables.

Attach supplementary files to a workflow

Tip!

Once you've attached a file on the Supplementary Files tab, it can't be removed from the workflow.

  1. Click the Supplementary Files tab.
  2. Click the Attach File button.
  1. To attach files from your computer or local network:
    1. Click the Local Computer/Network button.
    2. Click the Browse button and find the file you want to attach.
    3. Click the Open button.
    4. To add another file, click the Attach Another File link and return to step b.
  1. Click the OK button to upload all of the selected files.
  1. To attach documents from your register:
    1. Type your search criteria into the Super Search field.
    2. Click the Search button.
    3. Select the checkbox for each document that you want to attach.
  1. Click the OK button.
  1. Type any comments you need to add into the Comments field for each attachment.
  2. Click the OK button.