Workflow - Branching Task

With Studio you can define conditional tasks without writing a single line of code. This is possible with the concept of branching that enables you to define conditional rules for the different tasks and to then perform actions based on whether the condition/s is satisfied.

You can have such branching tasks within your workflows in Studio defined for different processes. There are a minimum of two branches that you would need to define, there can be more if required. The branching is usually going to be a continuation of another task like an approval task or input task or others.

Under Select Task select the Branch task and click Continue. Note that the two branches are added to your workflow.

add branch task

Now if you click any of the branches you can add the condition to be satisfied when the branch will be executed. Assign it a self-explanatory name and define the condition for Executes When and click Done. The branch executes when the value of one of the input controls on the form is equal to the specified value. The other branches can be assigned likewise. If you leave the branch empty, it will always be executed in any condition.

After you provide the conditions as required, you would define the next steps or tasks to be executed. It can be different tasks like notification tasks, update sheet tasks, and so on that could be executed. You can move to the next step that might be common but one which uses different values from the two branches.

Typically the branch would be a part of the workflow that is linked to the Submit button. It is triggered when the Submit button is clicked which in turn initiates the process we defined earlier.

There can be different situations when you can make use of the branching within workflow. They can include approval tasks, notification tasks, update tasks, and all others to define a clear process.