Workflow (as a subflow)
- Content Writers
Overview
The Workflow action enables the reuse of previously created workflows as sub-flows within a larger workflow, similar to Salesforce’s sub-flows functionality.
This action helps in structuring complex workflows by breaking them down into smaller, manageable units that can be called upon as needed.
By utilizing sub-flows, you can streamline processes, reduce redundancy, and maintain a modular approach to workflow design.
This action also allows for better organization and scalability of workflows, as common processes or tasks can be defined once and reused in multiple workflows, improving consistency and efficiency across the application.
By using this action, user can introduce both, business as well as validation type workflows in current processing workflow.
For example, a vehicle agency has a complex account management process involving multiple steps like data verification, task assignment, and reporting. Instead of creating a single large workflow, they can create smaller workflows for each step (e.g., updating contact details, assigning tasks to a sales rep). Using the Workflow action, they can embed these smaller workflows as sub-flows within a master workflow that handles the full account management process.
Let’s explore the screens that follow, after drag-n-drop of Workflow action on workflow canvas.
Config
It enables to choose another flow as a sub-flow to be used in the current workflow.
Action Details
Input