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How do I start one workflow from another workflow?

Use Launch New Workflow when completing one workflow should immediately start a second workflow.

Written by Lauren Baird
Updated this week

Answer

Use Launch New Workflow when completing one workflow should immediately start a second workflow. This is useful when the first workflow identifies a condition that requires a follow-up workflow, such as:

  • starting a LOTO from a JSA

  • starting another safety observation workflow if the user needs to log more than one observation at a time

  • launching a permit, follow-up, or corrective workflow from an inspection or assessment

To do this, configure the route where the second workflow should launch.

If you want to start a new instance of the same workflow, there is one important setup requirement: publish the workflow without the Launch New Workflow setting first. After it is published, refresh, edit the workflow again, and then configure Launch New Workflow to point back to that same workflow.

Also, the workflow you are launching must already be published to every Group where the current workflow will be published. If it is not available in those Groups, you will get a publish error.


Steps

Open the workflow draft

  1. Open ANVL Insights.

  2. Go to MobilizeEditor.

  3. Open the workflow draft you want to update.

Configure the route

  1. Find the question where the follow-up workflow should start.

  2. Select the route that should launch the second workflow.

  3. If the second workflow should launch only for certain responses, set the route Type to Rule.

  4. Configure the rule condition that should trigger the launch.

  5. In the route settings, find Launch New Workflow.

  6. Select the workflow you want to launch.

If you need to launch the same workflow again

  1. Publish the workflow first without Launch New Workflow configured.

  2. Refresh the browser.

  3. Reopen the workflow in Editor.

  4. Edit the route again.

  5. Configure Launch New Workflow to select that same workflow.

  6. Save and republish.

Save and test

  1. Save the workflow draft.

  2. Publish it to Demonstration / UAT.

  3. Test the workflow to confirm the second workflow launches at the correct point.

  4. After validation, publish to Production.

Helpful notes

  • Launch New Workflow is configured on the route, not on the question.

  • If the launched workflow should only happen for certain answers, use a Rule route.

  • The launched workflow must already be published to all of the same Groups where the current workflow will be published.

  • If the launched workflow is not available in those Groups, you may get a publish error.

  • A common example is launching a LOTO workflow when a JSA identifies energy isolation is required.

  • Another common example is asking, “Do you need to log another near miss?” and launching a new instance of the same Near Miss workflow when the answer is Yes.


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