Defining the Branch workflow step
CRM Workflows supports a branch step action that can be added and defined in the CRM Workflow Designer tab. A branch step provides the ability to create two paths through the workflow together.
- Select Integration > Integrations. The Integrations list view is displayed.
- Click CRM Workflow. The Integration detail view is displayed.
- Click the Workflows tab.
- Click the Workflow Name. The CRM Workflow Definition detail view is displayed. See Using the Workflow Definition detail view
-
Click the Workflow Designer tab.
Note: You can also create a Branch step.
- Click Settings for the Branch step to define or modify.
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Specify this information on the General tab:
- Caption
- The text that displays as a label.
- Delay Duration
- A numeric value for a number of days, hours, or minutes after the previous step to delay before this step is generated.
- Delay Increment
- The Days, Hours, or Minutes after the previous workflow step to delay before this step is generated.
- Edit Condition
- Define the condition criteria that must occur before the step is generated. See Defining CRM Workflow step conditions
-
Click OK.
Note:
- Create and define next step for the first
branch:
- Click Add in the Branch step.
- Select the step action to create.
- Click Settings to define the step.
- Create and define next step for the second
branch:
- Click Add in the Branch step.
- Select the step action to create.
- Click Settings to define the step.
- The Add icon in the Branch step is no longer available as you can only have two separate branches.
- Create and define next step for the first
branch: