Creating Conditional Branches in Workflows

Initiating Workflows:

To start creating a workflow, head to the automation section via the left-hand menu. Select "Workflows" and then click on the "+Create Workflows" button.

You can either build a new workflow from the ground up or choose a template to streamline the setup process.

Incorporating Actions:

To add actions to your workflow, click on the “+” icon.

From the list of actions, select the if/else condition to set up branches that respond to specific criteria.

Copying Branches:

Once you've set your conditions, click on the menu with three dots to access the “Duplicate Branch” option.

The duplicated branch will appear alongside the original, allowing you to easily modify and customize it.

Organizing and Customizing:

Arrange your workflow by dragging and dropping branches into the desired order. For more efficient management, use the “Reorder Branches” icon.

You can rename the “None” branch to something that better reflects its role, improving clarity and customization in your workflow.

Completing Your Workflow:

After duplicating, reordering, and renaming branches for better clarity, your workflow is now customized to fit your business needs and ready for deployment.

Practical Scenarios and Applications:

Consider a customer support workflow where inquiries are sorted by urgency. By duplicating branches for each level of urgency and arranging them by priority, you ensure that the most critical issues are handled first. Renaming the non-urgent branch to "General Inquiry" helps team members quickly understand its purpose, enhancing the efficiency of the support process.

Common Issues and Solutions

Q: What should I do if I can't find the option to duplicate a branch? A: Try refreshing your browser or contact support for help.

Q: How many branches can I duplicate? A: There's no strict limit, but it's advisable to keep your workflows simple and manageable to ensure optimal performance.