A subprocess, or proxy process, can be included as a node of a parent process.

For more information about creating a proxy process, see Workflow Proxy Process

The task assignments that are generated from an activity defined in the proxy process will not display roles that have been defined in the parent process (the outer process nodes). However, activities that are defined in the parent process nodes display a list of all roles used anywhere in the (outer) workflow process. This means that an assignee of an activity that belongs to a proxy process won't be able to modify the participant roles that belong to the parent process. However, the assignees of activities that belong to a parent process can modify the participant roles that belong to the proxy process.

Roles are defined in the outer process activity nodes on the Role Setup tab. The Set Up Participants table (accessed from the Tasks table of the assignee) will display roles based on the permissions that are granted by the workflow administrator in the Role Setup tab of the workflow process.

For example, if the Approval Process workflow is selected when defining the proxy process, only the roles that are defined in the Approval Process workflow will display in the generated task assignments of the activities in defined in the proxy process. The task assignments that are generated from the outer process activity nodes will display all of the roles that have been defined anywhere in the outer process (also referred to as the parent process), plus all the roles that are defined in the inner process (in this example, the Approval Process).

For more information about defining roles and specifying permission for each role, see Role Setup Tab.

Set a deadline for the proxy process by clicking the Deadline tab. For more information, see Deadline Tab.

To map variables, click the Variable Mapping tab. For more information, see Variables Tab.