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.

  1. Select Integration > Integrations. The Integrations list view is displayed.
  2. Click CRM Workflow. The Integration detail view is displayed.
  3. Click the Workflows tab.
  4. Click the Workflow Name. The CRM Workflow Definition detail view is displayed. See Using the Workflow Definition detail view
  5. Click the Workflow Designer tab.
    Note: You can also create a Branch step.
  6. Click Settings for the Branch step to define or modify.
  7. 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
  8. 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.
Related topics