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Workflows

Reuse a workflow from another workflow

Keep a shared support sequence in one published flow and call it from an eligible path.

CCorthex product guidesUpdated October 15, 20262 min read
Where to find itWorkflows → reusable trigger / call action

Before you begin

Open Workflows in the workspace navigation. Decide which event should start the flow and which agents should receive it. Start with an unpublished draft.

Example workspace · Demo data. Follow the path from starting event to decision and action. Select the image to enlarge it.
Workflow canvas with trigger, condition, actions and settings

Example workspace · Demo data. Follow the path from starting event to decision and action. Select the image to enlarge it.

Step by step

  1. 1

    Create the shared flow

    Use the reusable starting option offered by the builder. Give it a name that describes the common task and configure its steps.

  2. 2

    Publish the target

    Review and publish the reusable flow. A draft target cannot supply a live reusable sequence.

  3. 3

    Add the call at the path’s end

    Select the supported call-workflow action and choose the enabled, published reusable target. The builder validates the placement of call and stop actions.

  4. 4

    Align assignments

    Assign the reusable flow to every agent that can call it, then save assignments.

  5. 5

    Test the full chain

    Run a test from the caller and inspect the result. Reusable references use the target’s current live version, so retest callers after publishing a shared change.

Good to know

A reusable flow does not start independently from an ordinary website event. Avoid circular dependencies and keep the shared sequence understandable.

Check the result

Test matching, non-matching and missing-data cases. Review the publication, publish the steps and save the intended agent assignments.

Questions & troubleshooting

The target is not selectable

Check that it is enabled, published, configured as reusable and assigned to the calling agents.

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