Connecting Workflows Together

How to build links and relationships between two Workflows with Workflow Mappings

Workflows can be connected through Workflow Mappings. The most common use case for linking two Workflows is to set up a sub-Workflow where tasks can be kicked off and assigned from a single parent Workflow.

The image below shows an Enterprise Risk Management Application. The arrows show where the Workflows are being connected. In this Application, the parent Workflow is the Risks Workflow. A child Workflow (the Assessments Workflow) is kicked off for every risk and a second child Workflow (the Mitigations Workflow) is kicked off for every risk assessment.  

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

1. In the Workflow Canvas, double-click on the colored background of a Workflow.

2. A modal window will appear. Go to the "Maps" section. Select the child workflow you would like to create a relationship with from the "Workflow Mappings" drop-down. 

3. Select the relationship type using the drop-down and click Add. 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. Records 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 if you want to use 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 Save Workflow to establish the relationship. The relationship can be edited or deleted by clicking on the gear icon next to the mapping. 

Related Articles

1. Adding a Linked Workflow Section to a Step Form

2. Relationship Report Overview