Workflows

Repeat steps for each item

Run the same steps once for every item in a list, such as each line on an accepted estimate.

A Repeat for each item step runs the steps inside it once for every item in a list. One accepted estimate with four services can become four tasks, without you building four steps.

Add a repeat step

  1. In the builder, select the + where the repeat should start.
  2. Under Wait or branch, pick Repeat for each item.
  3. Under Which list should repeat?, enter the list from the workflow data, such as the estimate's line items.
  4. Under How many at the same time?, keep 1 when order matters. Higher numbers finish faster.
  5. Add the steps that should run for each item.

You're done when a test says "Would repeat for each of" the right number of items and shows the steps for the first one.

Example: a task for every service on an accepted estimate

  1. Starting point: Proposal or estimate accepted.
  2. Repeat for each item, over the estimate's line items.
  3. Inside it: Create a task named "Deliver: [item name]", inserting the item's name with /.

When a client accepts an estimate with three services, you get three tasks.

Good to know

  • Test with a record that has only one or two items first, and count the tasks or emails it would create.
  • If some items need different handling, add an If / then branch inside the repeat.
  • If the list is empty, the steps inside don't run, and the test says "Nothing to repeat for".
  • If a repeat makes more than you expected, pause the workflow and check which list it uses. See Fix a workflow.

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