Creating Conditional Flows
When you automate workflows in Symphona, you don’t need to build them in a linear way. With Conditional Branch steps, you can set up multiple flows – each with unique actions – that execute based on if the condition for that flow has been met.
In this tutorial, you’ll learn about:
- Where to find Conditional Branch steps.
- How to use them to create conditional flows.
Let’s dive in!
Adding Conditional Branch Step
In Flow’s Process Editor, go to the Step Library on the right and click the Logic dropdown menu. Past the Time and Loop dropdown menus, the first step you’ll see is Conditional Branch. Drag it down and connect it to any step. You’ll immediately see it set up two branching paths.
Configuring Conditional Branch Step
In this section, you can:
- Add or remove branches
- To add a branch, simply click Add a New Branch. To remove a branch, click the Trash icon near the branch field.
- On the drag-and-drop editor, you can then add steps to each unique branch.
- Set up expressions that Flow will read to know which path to execute
- Symphona will execute a particular branch if the expression for it evaluates to TRUE. With that in mind, make sure that when you’re setting up your expressions that only one can be TRUE at any time.
- To learn how to write expressions, check out the article here.
- To learn about Process parameters, check out the article here.
In this example, the branch step checks what is greater: inventoryCount or furnitureCount. If inventoryCount is greater, it will trigger an email to be sent. If furnitureCount is greater, then it will create a fallout ticket and end the process.
Resources
Under the Resources section, you have access to:
- Available Parameters: this will show you what parameters are available for this workflow. You can use this list to easily access parameters you’ve set up.
- Logical Operators: this provides a useful list of logical operators you can use to create expressions for conditional flows. It also includes examples of how to use them. You can see a deep dive on logical operators here.