Adding an Existing Workflow to a New Workflow

You can add an existing workflow to the workflow you are building by using the Workflows Library. This allows you to reuse previously created workflows either as an independent copy or as a linked workflow reference. Reusing workflows helps streamline workflow creation, reduces duplication, and maintains consistency across onboarding workflows.
Note: When designing a workflow, you typically use the Actions Library to add individual workflow steps. For details on adding actions, refer to Designing the Workflow .
To insert an entire existing workflow instead of adding steps one at a time, complete the following steps:
  1. From the navigation bar, select Network Control > My Services.
    The My Services page is displayed.
  2. On the My Services page, click Workflow.
  3. Click the name of the workflow.
    The Active Workflow Design page is displayed.
  4. Click the Configure icon to open the Workflow Designer.

    Configuring a Workflow

  5. Click the icon to open the sidebar.
    A sidebar is displayed, defaulting to the Actions Library tab.
  6. Click the Workflows Library tab to view the list of reusable workflows.
  7. Locate a workflow by scrolling the list or by using the Search field.
    You can use the Search option to display only the table entries matching the specified name; enter a minimum of two characters.
  8. Select the workflow you want to reuse.
    The system displays Preview and Add options.

    Workflow Library

  9. Click Add, and choose one of the following:
    • As independent copy:
      • Creates a standalone, editable copy of the workflow.
      • Does not receive updates from the original workflow.
      • Appears on the canvas without a blue border.
      • Each step displays a icon for edit (), preview (), and delete () actions.
    • As linked workflow:
      • Inserts the workflow as a reference to the original.
      • Continues to reflect updates made to the source workflow until you publish your workflow.
      • Converts into a snapshot at publish time.
      • Appears inside a blue‑bordered block, indicating it is a referenced workflow.
      • A icon appears at the exit point of the referenced workflow.
      • Steps inside the referenced workflow cannot be edited individually.
        Note: These rules apply whenever you add a linked workflow:
        • You can only connect to end steps of a referenced workflow.
        • You cannot insert steps inside a referenced workflow block.
        • Circular references are not allowed; the UI prevents them automatically.
        • All end steps of the referenced workflow must be connected to your workflow for validation to succeed.
    Note: A appears when a step is selected. This applies to all steps, not just referenced workflows.
  10. (Optional) Click Preview to view the workflow before adding it.
  11. Insert the workflow.
    The workflow appears on the canvas as:
    • A blue‑bordered block when added as a linked workflow.
    • A set of individually editable steps when added as an independent copy.

      Workflows - Independent Copy and Linked Workflow

  12. Position and connect the inserted workflow block with the rest of your workflow as needed.
  13. Click OK to close the sidebar.
      Note:
    • If an end step in the source workflow is deleted, your workflow shows the connection as disconnected.
    • If a referenced workflow is deleted, the referencing step in your workflow is automatically removed, and downstream steps become detached.
    • Your workflow is marked invalid until these issues are resolved.
  14. (Optional) Hover over the top edge of the blue‑bordered block to display the icon. Click the icon and choose:
    • Delete this block only: Removes the referenced workflow block and detaches downstream steps.
    • Delete block and children: Removes the referenced workflow block along with all steps contained in it. The tooltip also displays Delete referenced workflow.
  15. (Optional) Hover over a step to display the icon. Click the icon and choose:
    • Delete Step Only: Removes only the selected step.
    • Delete Step and Children: Removes the selected step and all steps connected below it.
    Note: These delete options apply to steps added manually and to steps inside an independent workflow copy. They also apply to any step that exists outside a referenced workflow block.
Parent topic: Adding and Managing a Workflow