Workflow Mappings are a way to build connections between two Workflows. The most common use case for linking two Workflows is to set up a sub-Workflow where many tasks can be kicked off and assigned from a single parent Workflow object.

In the Enterprise Risk Management example below, the arrows show where the Workflows are being connected. In this Application, the parent Workflow is the Risk Register. From there a sub-Workflow for Risk Assessments is being kicked off for every risk added to the register. Then another sub-Workflow for Mitigations is being kicked off from each risk assessment. 

To create a relationship between two workflows follow the steps below:

1) On the Workflow canvas, double-click on the colored background of a Workflow.

2) The Maps section in the modal allows you to define relationships between two workflows. To create relationships, first select the child Workflow you would like to create a relationship with.

3) Next, the user selects the Relationship Type, using the drop down. The relationship type is referenced in PARENT-TO-CHILD order.

  • One to One – One Record from the parent Workflow may be mapped to one and only one Record from the child Workflow, and vice versa.
  • One to Many (most common) – One Record from the parent Workflow may be mapped to multiple Records from the child Workflow and record from the child Workflow which are mapped to a parent Record cannot be mapped to other parent Records in that Workflow.
  • Many to Many – A Record from the parent Workflow may be mapped to multiple Records from the child Workflow and records from the child Workflow may be mapped to multiple parent Records. Select this option to map multiple child records to a parent Record if the user wants to use those child Records on other parent Records as well.
  • Many to One - A Record from the parent Workflow may be mapped to one and only one Record from the child Workflow, but that child Record may be mapped to other parent Records in the Workflow.

4) Click the blue Save button to establish the relationship.

Note: by clicking the Trashcan icon on the right side of the Map table you will delete the relationship along with any Record relationship data.
Note: the Workflow Mappings view allows you to visualize the relationships of your Workflow connections

See these related articles to see what you can do with connected Workflows:

  1. Adding a Linked Workflow Section to a Step Form
  2. Relationship Report Overview
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