Duplicating Conditional Branches

Workflows, Automation No Comments

Starting with Workflows:

  • Navigate to the automation tab from the left navigation menu, then select Workflows > +Create Workflows.
  • Begin a new workflow from scratch or opt to use a pre-existing template for quicker setup.
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Adding Actions:

  • Click on the “+” symbol to add actions to your workflow.
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  • From the actions list, select the if/else condition to create branches based on specific criteria.
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Duplicating Branches:

  • After setting your conditions, click on the three dots menu to find the “Duplicate Branch” option.
  • The duplicated branch will appear next to the original, allowing for easy modification and customization.
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Reordering and Personalizing:

  • Organize your workflow visually by dragging and dropping branches to the desired order. Click the “Reorder Branches” icon for easier management.
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  • Rename the “None” branch to something more descriptive of its function, enhancing clarity and personalization within your workflow.
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Finalizing Your Workflow:

  • After duplicating and reordering branches, and renaming for better clarity, your workflow is now more tailored to your business needs and ready for implementation.

Practical Examples and Use Cases

Imagine you’re managing a customer support workflow where inquiries are categorized based on their urgency. By duplicating branches for each urgency level and reordering them according to priority, you can ensure the most critical issues are addressed first. Renaming the non-urgent branch to “General Inquiry” clarifies its purpose for team members, streamlining the support process.

Troubleshooting Tips and FAQs

Q: What if I can’t see the option to duplicate a branch?

  • A: Refresh your browser or contact support for assistance.

Q: How many branches can I duplicate?

  • A: There’s no set limit, but it’s best to keep your workflows manageable and not overly complex for optimal performance.