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Branching in a Flow
  • 09 Aug 2023
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Branching in a Flow

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Article Summary

Branching enables you to guide end users through several possible paths that they can take while going through a Flow. For example, if there are multiple paths that an end user can choose as part of a Flow, then use branching to guide your users irrespective of the option they select.

Whatfix enables you to create branched Flows in the following two ways:

  • Create a branched Flow while creating the main Flow.
  • Import an existing Flow.
    clm_branching_create or import flow2

Here's an example of how Whatfix Branching can work for you.

You have created a Flow that explains the process of importing accounts and contacts on Salesforce. The Flow explains the three options you can choose to import your data. Branching can be set up from this Flow to specific Flows created in advance, to explain the different importing options to the user.

For more information, see Add a branch to a Flow.


Note
  • When selecting a target Flow, you are presented with a dialog box listing all available Flows in the account.
  • A step can have multiple branches. The first branch whose conditions evaluate to true is selected.
  • You can select the step from which the branched Flow should begin for your end users.
    Editor_flow_branching_condition
Info

For Advanced Customizations, you can achieve branching by adding custom code. For more information, contact support@whatfix.com


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