Skip to main content
Creating Subflows
Markus Taylor avatar
Written by Markus Taylor
Updated over a week ago

Creating Subflows - English

What is a Subflow?

Some activities are repetitive within an organization and may involve many steps. For example, a medical office front desk worker may need to speak directly with a patient regarding a particular matter and needs to continue contact efforts until they are reached. This might look like "Call patient on day 1, Call patient on day 3, Send email on day 4, Call patient on day 7, Call patient on day 9, ..." until the patient is reached. Writing this as a series of steps and maintaining them across all your Flows that involve contacting a patient would be inefficient. As a Subflow they are packaged in a reusable format that allows us to incorporate them into any Parent Flow by simply adding one step instead of the 15 or 20 that the Subflow may have.

An Example: If you were writing out instructions for someone to housesit for you, you might have some tasks ordered for simple convenience or efficiency or simply how you prefer to do them yourself...

1. Bring in the mail

2. Feed the cat

3. Walk the dog

4. Water the plants

You may have other tasks which have dependent steps involved that need to be followed in a specific order, regardless of where the parent task exists in the Flow.

5. Take care of the bird [parent task]

  1. Lock up the cat [child task]

  2. Open the bird cage and allow the bird to fly around the house [child task]

  3. Talk to the bird for 30 minutes [child task]

  4. Put it back in its cage [child task]

  5. Feed it [child task]

In the instance above, I would be able to move Task 5 anywhere within the Flow but its own activities remain in order, which is good for the bird.

Creating Subflows in Navgar

The process of creating a Subflow is similar to creating a Flow (see Creating Flows in Navgar).

  1. You create a parent Flow

nav-sub-1.png

2. You create a separate Flow which will only contain the steps of the Subflow

nav-sub-2.png

3. Return to edit the parent Flow and create a step as a Subflow (either by toggling the Task entry type to Subflow or by typing .S (Note: This means you need to type both the period and the S at the same time)) and giving it a name as well as a description if you choose to. If you know where you want your Subflow to exist in line with other tasks, hover on the task above its prospective position and you will see a + sign to the right of the task. Clicking on it will give you the same Flow Task options as above

nav-sub-3.png

4. Once entered, the Task will exist as a differentiated Flow Task type with an issue highlighted, this is because there is not yet a Flow in place to act as the Subflow

nav-sub-5.png

5. Click on the Flow icon

nav-sub-6.png

with in the Subflow Task and click on Add Subflow as shown below. Locate your intended Subflow and select for entry:

nav-sub-7.png

6. Once selected, you can expand the Subflow Task to view/edit/reorder the Tasks contained within. Note that any changes you make will affect only the Flow you are working out of and not the original template

nav-sub-8.png

7. Once you've corrected any issues highlighted, your Flow with a Subflow is ready to launch

Did this answer your question?