Redirect a Workflow

You can redirect a workflow to other nodes, workflows, or URLs depending on the data they collect. Redirecting a workflow to another workflow can carry the current submission data to the next workflow.

There are three ways to redirect workflows in Unqork:

• Button component: The Workflow Action Type redirects an end-user to a previous part of the workflow.

• Handoff Node: Redirects to another workflow with the option of continuing the submission data.

• Workflow Settings: Redirect a workflow to modules, URLs, or other workflows using the Save and Exit navigation button. Redirecting to another workflow transfers the record data with it.

The success of your redirection depends on how you set up your workflow sequence. If your workflow uses unidirectional links, it might prevent it from progressing outside a linked path. Determine whether your workflow avoids using unidirectional links to your handoffs or redirection buttons.

Redirecting Workflows Using a Button Component

A Button component can only redirect end-users to a previous step in the workflow.

Enable Sequential Navigation

Sequential Navigation lets Button components redirect a workflow to a previous node.

To enable Sequential Navigation:

1. Open your workflow in the Workflow Builder.

2. At the top right of the Workflow Builder, click the (ellipsis) button.

3. Select Settings.

   

4. Set Make Sequential Navigation Clickable to  (checked).

   

5. Click Save….

6. Click Save.

Configure the Button Component

To redirect your workflow with a Button component:

These instructions assume you have a completed workflow with a module linked to a Task node.

1. Select your Task node.

2. Open the module that redirects your workflow.

3. In the Module Builder, drag and drop a Button component onto your canvas.

4. Set the Element Type to Workflow.

5. Set the Action Type to Go to.

6. In the Step Path field, enter the Path of the workflow node where you want to redirect the end-user.

   You can find a Workflow node's path in the node Settings menu. Remember, this Button component can only redirect to previous workflow steps.

   

   To learn more about using the Button component, view our Button Component article.

Redirecting Workflows Using a Handoff Node

In Unqork, a handoff occurs when a process redirects the current workflow to another workflow's entry point. To achieve a handoff in your workflow, you'll use a Handoff node.

Redirect Using Handoff Nodes

To complete your workflow, you must create an ending point. Instead of ending your workflow with an End node, you can execute a handoff redirection. Add a Handoff node to your workflow to achieve this task. When end-users reach this point in your workflow, they're redirected to another workflow. In the node's Settings menu, you can select the workflow where you want end-users to redirect. You can also select which node in that workflow the end-user will begin on.

1. Drag and drop a Handoff node into the Authenticated swimlane.

2. Click Edit.

3. In the Choose Workflow To Handoff To field, enter or select a workflow.

4. In the Choose Node To Start From field, enter or select a Start node.

   

5. Connect the output port (right) of the previous node to the input port (left) of the Handoff node.

6. Click Save.…

7. Click Save.

Redirect Using the Workflow Settings Page

If your workflow supports saving and exiting from an end-user Task node, you can set up the Save and Exit button in workflow settings to redirect to modules, URLs, or handoff to other workflows.

When handing off to a different workflow, the workflow you redirect to determines the State Management rules. So, your handoff settings from your first workflow will not carry over.

To redirect using the Workflow Settings page: 

1. At the top right of the Workflow Builder, click the (ellipsis) button.

2. Set Enable Save and Exit Button to (ON).

3. From the Save and Exit Handoff Type drop-down, select a handoff type.

4. In the Save and Exit Handoff field, enter the module, workflow, or URL where you'll hand off.

   Depending on the Handoff Type you choose, different Save and Exit Handoff options display.

5. Click Save….

6. Click Save.

   To learn more about the Workflow Builder settings, view our Workflow Settings article.