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
- In the builder, select the + where the repeat should start.
- Under Wait or branch, pick Repeat for each item.
- Under Which list should repeat?, enter the list from the workflow data, such as the estimate's line items.
- Under How many at the same time?, keep 1 when order matters. Higher numbers finish faster.
- 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
- Starting point: Proposal or estimate accepted.
- Repeat for each item, over the estimate's line items.
- 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.