Link existing flow in Case Configuration?

lturner

Good morning! We are exploring some of the Case Entity/Case Management functionality for potential future use. Is there a way to link an existing flow, or do you always have to create a new flow inside of the case configuration?

Thanks!

Violet_Decisions

Hello !

When setting up the case configuration you can reuse logic for the trigger flows to avoid rebuilding certain flows multiple times.

In V9, if the flow is apart of the same project or a dependency of the project, you can pull that flow into and use it as apart of the trigger flow. You will see available flows within the same project and project dependencies here. Attached is a example screenshot from a V9 environment. Here I pulled in the Flow for Form flow which was built in the same project.

https://documentation.decisions.com/docs/creating-a-case-entity-data-structure#adding-an-activity-or-trigger-flow

In V8, the same can be done by using the Run Flow step(Run Subflow). This will allow you to call the flow to run in the trigger flow without having to rebuild all logic.

https://documentation.decisions.com/v8/docs/creating-a-case-entity-data-structure

https://documentation.decisions.com/step-library/docs/run-sub-flow?highlight=subflow