The Related Workflows & Lookups section allows you to view all workflows and lookups that have a relationship with the current workflow, either by being set, triggered, or referenced.
Where to Find It
- Navigate to the Advanced tab (Step 4 in the workflow setup).
- In the left sidebar, click on Related Workflow & Lookups under Workflow Properties.
What You’ll See
The right-hand panel will display grouped categories for related items:
- Lookups: Shows all lookup tables linked to the workflow.
- Set Related Workflows: Lists workflows that are manually associated.
- Trigger Related Workflows: Lists workflows triggered by this workflow.
- Scheduler Set Related Workflows: Workflows set through scheduling.
- Scheduler Trigger Related Workflows: Workflows triggered by scheduled actions.
If there are no existing relations, each section will show “No Data Found.”
This view helps you quickly understand dependencies and relationships between workflows and lookups. It’s especially useful for:
- Auditing workflow integrations
- Troubleshooting automation logic
- Visualizing workflow interconnectivity
If you’re not seeing any data here, it may be because no lookups or related workflows have been configured yet. You can return later after setting up these dependencies.
