Connecting Flow Blocks to Other Flows

Connecting Flow Blocks to Other Flows

While there are many ways to customize individual flows, you may also want to configure custom behavior outside of a flow for submissions processed through certain blocks. For example, you may need to send submissions' state-change information to your downstream systems mid-flow. With the Notification Flow field in Submission Initialization and Manual Supervision Blocks’ settings, you can link Notification flows to specific blocks in your Document Processing flow.

Top-level flows

When you link one flow to another flow’s block, you create a flow group. A flow group consists of all flows that are linked together to automate a single set of tasks.

In v38, the Document Processing flow included with the application is a top-level flow. Your top-level flows appear as cards on the Top-level Flows page. To view a list of all dependent subflows included in a top-level flow, click on the top-level flow’s Open → link.

Linking a notification flow to another flow

Document Processing flows from v38

To link a notification flow to the top-level flow:

  1. Go to the Top-level Flows page, find the Document Processing flow you want to link a Notification flow to, and click its Open → link.
  2. Click the Start Document Processing Subflow Block.
  3. In the Settings Type drop-down list the right-hand sidebar, click on the name of the setting type that matches the block that you want to link a notification flow to.
    • Click Submission Bootstrap to see settings for the Submission Initialization Block.
    • Click Classification to see settings for the Manual Classification Block.
    • Click Identification to see settings for the Manual Identification Block.
    • Click Transcription to see settings for the Manual Transcription Block.
    • Click Flexible Extraction to see settings for the Flexible Extraction Block.
  4. In the Notification Flow drop-down list for the block (e.g., Submission Initialization Notification Flow), select the notification flow that you want to link to (e.g., Submission State Notifications V38).
  5. Click Save.

Document Processing flows from v37 and earlier

To unlink a flow from a Document Processing flow or from a copy of one:

  1. Go to the Top-level Flows page, and click on the Open → link for the flow group you want to unlink a flow in.
  2. Click the Start Document Processing Subflow Block.
  3. In the Settings Type drop-down list the right-hand sidebar, click on the name of the setting type that matches the block that’s linked to the subflow you want to remove.
    • Click Submission Bootstrap to see settings for the Submission Initialization Block.
    • Click Classification to see settings for the Manual Classification Block.
    • Click Identification to see settings for the Manual Identification Block.
    • Click Transcription to see settings for the Manual Transcription Block.
    • Click Flexible Extraction to see settings for the Flexible Extraction Block.
  4. In the Notification Flow drop-down list for the block (e.g., Submission Initialization Notification Flow), select None.
  5. Click Save.