Split into paths

An If / then branch step checks something about the record and sends the workflow down the Yes path or the No path. It keeps steps from running for clients they don't fit.

Write the rule in plain words first, such as "only when the invoice total is at least 5,000".

Add a branchCopy Anchor Link

1. In the builder, select the + where the check should happen.
2. Under Wait or branch, pick If / then branch.
3. Under Data to check, pick what to check, such as the invoice total or the deal stage.
4. Pick the comparison, such as is, is at least or is empty, then the value. Where a field has set options, such as a status, you pick from a list.
5. To check more than one thing, add another rule and choose whether all rules or any rule must match.
6. Add the steps for each path.

You're done when each path shows the steps it should run, and a test with two different records takes each path once.

Example: thank your biggest clientsCopy Anchor Link

1. Starting point: Invoice paid in full.
2. If / then branch: the invoice total is at least 5,000.
3. On the Yes path: Notify a teammate with "Send a thank-you card to this client".
4. Leave the No path empty. Smaller invoices finish there with nothing else to do.

Good to knowCopy Anchor Link

• Dates use words like is before, is after and is on or after.
• is empty and is not empty don't need a value. Test with a record where the field is blank, because empty values often take the path you didn't expect.
• If the wrong path runs, open the run and compare the record's real value with your rule. See See what a workflow did.
• A branch can only check details that exist before it runs.

RelatedCopy Anchor Link

• Insert client details
• Wait before the next step