Training Webinar - Creating a Callable Subprocess

This webinar demonstrates how to build universally callable subprocesses in Process Director, using a legal approval workflow as the example. It covers the formal approach — which uses field replication and the Form Actions activity to pass data between a main process and a dedicated subprocess form — as well as a quicker informal method that passes the main form directly to the subprocess. The goal is to show how encapsulating a commonly needed approval into a single, reusable subprocess simplifies system maintenance and eliminates the need to duplicate configuration across multiple process timelines. 00:00:00 — Introduction 00:01:38 — Problem: Repetitive Approvals Across Multiple Processes 00:04:51 — Solution Overview: Callable Subprocesses & Key Features 00:07:10 — Field Replication Deep Dive 00:13:08 — Planning the Build 00:20:58 — Building the Legal Approval Form 00:29:02 — Building the Legal Approval Timeline 00:43:56 — Building the Main Form & Timeline 01:08:05 — Running & Testing the Formal Method 01:15:04 — Informal Method: Shared-Form Subprocess 01:46:14 — Synchronous vs. Asynchronous Execution 01:51:04 — Outro & Closing Remarks