Conditional branching introduces advanced rule-based decision making within workflows, enabling dynamic adaptation based on DDR (Dynamic Data Reference), form inputs, flow steps, and other data-driven conditions. This feature enables users to build highly customized, adaptable workflows that automatically adjust based on conditions in a flow—offering greater flexibility and efficiency.
How Conditional Branches Work
Conditional Branches dynamically reveal a set of actions, or a path, in a flow only after pre-set conditions are met. This ensures a cleaner, more intuitive workflow by reducing clutter and guiding users through only the relevant steps.
Key capabilities of Conditional branching include:
- Dynamic Action Display: Actions for a specific path appear only when triggered by predefined conditions, making workflows clearer and more structured.
- Enhanced Logic: Supports decision-making beyond simple form inputs, incorporating DDR, flow outcomes, and multiple rule-based conditions.
- Dual Path Support: Each Conditional Branch can support two distinct branches providing greater customization while maintaining workflow simplicity.
- Automated Execution: Unlike decision branches that require user input, Conditional Branches automatically determine the correct workflow path based on data inputs.
This feature is particularly use for businesses managing complex flows, such as client onboarding, contract adjustments, or tasks assignments for example, where decision points depend on specific client inputs or external factors.
Accessing Conditional Branching
You can either add an conditional branch to an existing flow workspace template from the Library, or create a new flow template.
To add an Conditional Branch in an existing flow workspace template:
- Click on Library in the top navigation bar to use any existing flow templates. You will find various flow templates saved here.
- Choose any saved flow template you want to edit. Click on it and then select Edit to start editing the flow.
- Identify the point where you want to add a Conditional Branch in the flow.
- Now you can either drag and drop the Conditional Branch box, from the left-side panel under control. Alternatively, you can click the '+' icon to add a Conditional Branch.
- Select Conditional Branch from the options shown.
A maximum of two Conditional Branches are allowed between each action in your flow.
The flow must be set to sequential order, for a Conditional Branch to be used.
Users can leverage any DDR as a branching condition, enabling tailored and data-driven workflow paths.
Ensure that a Form with relevant selection-based questions is included in the flow, prior to where the branch is added. For example, In an accounting service, a client onboarding form might ask, "What type of accounting service do you require?" with options such as "Tax Preparation," "Bookkeeping," or "Audit Services." Depending on the selection, the flow will branch to the appropriate steps. For instance, if tax preparation is selected, clients can be guided to submit documents via a File Request action and complete tax details via a Form action.
Setting Up Conditional Branches in a Flow
- Add a title and description to the Conditional Branch. For example, “Document submission for tax preparation" You can also add a description for clarity.
- Under “Rule 1”, choose a specific form question, or leverage DDR to trigger the branch. For example, you can set a question like 'What is your credit score?' as a key trigger to determine the flow path. Users can set multiple rules based on their requirements.
- Select the condition that will activate the branch. This could be a specific answer, such as a particular type of service requested. You have the option to choose whether all rules must be met, or if any rule can trigger the branch.
- Once conditions are met, proceed to configure the branch. If all (or any, depending on your selection) of the rules are met, the user will be directed to Branch 1. If the conditions are not satisfied or incomplete, they will be routed to Branch 2.
- Click Add to save and finalize the conditional branch rules. You have now created two distinct paths in your workflow, enables users to be directed down a specific path based on the conditions you've defined.
Adding Actions in Conditional Branch
Add actions in each branch based on the paths you would like supported in the flow. To add actions in a branch:
- Click the '+ icon in the Conditional Branch.
- Add any action based on your requirements.
- Then review and click Save.
Now you have successfully created a Conditional Branch in your flow, providing a customized experience based on conditions met.
Assignee Experience
When a user is assigned actions in a flow that has Conditional Branches, the path that appears depends on the selections the user makes in a form action or any other action details. The actions for a chosen path will only appear once the trigger condition is met.
The assignee will:
- Click on Get Started and enter the flow workspace.
- As the flow proceeds, the assignee will complete a Form action, or any predefined action for the conditional branch.
- After a condition is met, based on the user input, the user will be guided to the next action.