There are two basic types of branching you can use in your Workflow Templates:
- Fork Branch – the Workflow takes one path, or it takes another (for example, either a P.O. is approved, or it isn’t)
- Parallel Branch – the Workflow has tasks that can be completed simultaneously by different users (rather than sequentially)
Before You Begin
Before you can create branches, you need to create a Workflow Template. After that, how you proceed to branch depends on the needs of your workflow.
Create a Fork Branch
A fork branch is created using multiple Action Buttons. For example, if a web form contains an APPROVE button and a REJECT button, a branch will be created. The path that the workflow takes after that point depends on which button the assignee clicks.
Create a Parallel Branch
When you use a parallel branch, the workflow proceeds down all of the paths simultaneously.
- In the Workflow Template Designer, click Insert First Task or click the + above or below an existing step where you want to create the branch.
- Choose Event Task, then Parallel Branch.
- In the right panel, you can modify the default task name, Parallel Branch. It’s a good idea to make your branch name descriptive and meaningful so that when Workflows using this Template are in progress, it’s easy to distinguish the current workflow step.
- By default, two branches are created: Branch A and Branch B.
- Click ADD BRANCH if you need to add more branches.
- If you need to reorder how the branches appear in the Designer, grab the branch and drag it up or down in the list of branches.
- Click the branch to rename it from Branch A or Branch B to something more meaningful.
- You can now add different task types as needed to each branch.