Many of our customers with large workflow systems in place ask for guidance on how to make a “Parent workflow” that links to individual workflows for troubleshooting or other processes. This is especially helpful for organizations that use Zingtree to build and publish completely interactive FAQs. In this article, we’ll discuss how it’s done.
Building a Parent Workflow
Creating a Parent Workflow is a simple, yet powerful process that consists of two overarching steps:
- Build the individual workflows.
- Build a Parent Workflow with one node, using a “blank starter workflow.”
After building your individual workflows and troubleshooters, there are a couple of distinct ways to build a Parent Workflow.
Method #1 – Using Workflow Tag Lists
1. Use the Settings tool to add tags to the workflows you want to include in the Parent Workflow. For this example, we added the tag “Parent_finder” to our product finder workflows.
2. Create a new workflow to act as your Parent Workflow.
3. In the Parent Workflow root node’s content area, include a workflow tag list. For our example, we tagged our workflows with “Parent_finder,” so the workflow tag list looks like this:
##workflowtaglist-any: Parent_finder##
Method #2 – Using Workflow Nodes
1. In the Parent Workflow, add workflow nodes for each workflow to link to.
2. In the root node of the Parent Workflow, create a button for each workflow node. This will allow an end-user or customer to quickly jump to any other relevant workflow from the Parent Workflow.
Example Parent Workflow
Here’s a look at our Parent Workflow in action:
Try an example Parent Workflow here