Adding a Branch

First published on: 08/08/2023/10:38 pm

Open the Workflow 

You define branches in a workflow's design.

If the workflow you want doesn't exist, create the workflow first, as outlined here. When you're done creating the workflow, open it and go to Workflow Designer. 

To open the workflow:

• Go to the project assets page
• Search for the workflow
• Press the workflow link to open it (see image below)

Or use the assets menu to open the workflow (see image below).

Once the workflow is open, use the side navigation to go to Workflow Designer (see image below). 

Adding the Branch 

When you first create a workflow, a "Simple" branch placeholder is added.

For basic workflows, this is sufficient to define the workflow actions. However, additional branching is usually needed to handle conditions or looping.  

You can add branches before (marker 1 below), within (marker 2 below), or after (marker 3 below) the existing workflow.

The only branch type that can't be nested is the “For-Each” loop branch.

• “For-Each” loops can't be nested within each other.
  • You can add a loop to other branches and add other branches to a loop, but you can't add a loop to a loop.  

Press the + button (marker 1 below) in the desired location, then choose "Add a branch" (marker 2 below) from the drop-down menu. 

Once you’ve added the branch to your workflow in the desired position, you'll need to configure it as outlined next.

Repeat this step for every new branch you need.  

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