Link subflow to template category

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Linking a subflow to action categories ensures that this action becomes available in the action set. Template designers can configure these actions based on specific criteria to trigger automatically once the assessment is completed.

    Procedure

    1. Navigate to All > Smart assessment engine > Administration > Template categories.
    2. Select the relevant template category.
    3. Select Action categories.
    4. Select Edit.
    5. From the Collection list select the subflow that needs to be linked to the action set and move it to Action categories list.
    6. Select Save.