Allow case statement instead of just if in workflow automation

We have to duplicate and create actions which are very similar to each other.

Would be great to have a case statement so we can use the same business logic (except for a single item) and then direct the action based on the value of that one item.

i.e. we take the same action nomatter which stage an item in a pipeline is however we have to have a workflow for each stage because there is only an if not a case statement available.

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Comments

  • Marcelo Silva_43
    Marcelo Silva_43 Community Driver Posts: 291
    100 Comments Second Anniversary Photogenic Community Driver
    edited September 2020 #2

    Não entendi bem sua necessidade.

     

    Conseguimos criar diferentes sequencias de automações nas mesmas etapas, baseada em perfis diferentes de negócios. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #3

    @Aaron Harch Like Marcelo up here I'm also not a 100% following you. Could you clarify what workflows you're setting up?

  • Albert_57559
    Albert_57559 Posts: 1
    edited June 24 #4

     @Mike van der Valk and @Marcelo Silva 

    The point he's stating basically refers to if/else correlations inside a workflow. Let's say a deal comes from a form. There's a custom field which user could fill in with multiple values in the form. Example: House= A or House=B or House=C or  House=D,...

    Would be nice being able to do a workflow so that: If house =A, do this, else if house=B, do that, else if house=C.... Instead of having to create 4 workflows which are actually the same, differentiated only by If statement. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 7 #5
    Albert said:

     @Mike van der Valk and @Marcelo Silva 

    The point he's stating basically refers to if/else correlations inside a workflow. Let's say a deal comes from a form. There's a custom field which user could fill in with multiple values in the form. Example: House= A or House=B or House=C or  House=D,...

    Would be nice being able to do a workflow so that: If house =A, do this, else if house=B, do that, else if house=C.... Instead of having to create 4 workflows which are actually the same, differentiated only by If statement. 

    Thanks for clarifying @Albert I'll pass this on to our team on workflow automation!

  • Tim Schmidt
    Tim Schmidt Posts: 9
    edited February 7 #6
    Albert said:

     @Mike van der Valk and @Marcelo Silva 

    The point he's stating basically refers to if/else correlations inside a workflow. Let's say a deal comes from a form. There's a custom field which user could fill in with multiple values in the form. Example: House= A or House=B or House=C or  House=D,...

    Would be nice being able to do a workflow so that: If house =A, do this, else if house=B, do that, else if house=C.... Instead of having to create 4 workflows which are actually the same, differentiated only by If statement. 

    That would be absolutely enormously helpful, because I have many "multiplied" workflows only because of it, lose thereby the overview and if I must change something it is pure chaos.

  • Tim Schmidt
    Tim Schmidt Posts: 9
    edited February 7 #7
    Albert said:

     @Mike van der Valk and @Marcelo Silva 

    The point he's stating basically refers to if/else correlations inside a workflow. Let's say a deal comes from a form. There's a custom field which user could fill in with multiple values in the form. Example: House= A or House=B or House=C or  House=D,...

    Would be nice being able to do a workflow so that: If house =A, do this, else if house=B, do that, else if house=C.... Instead of having to create 4 workflows which are actually the same, differentiated only by If statement. 

    That would be absolutely enormously helpful, because I have many "multiplied" workflows only because of it, lose thereby the overview and if I must change something it is pure chaos.

  • Tim Schmidt
    Tim Schmidt Posts: 9
    edited February 7 #8
    Albert said:

     @Mike van der Valk and @Marcelo Silva 

    The point he's stating basically refers to if/else correlations inside a workflow. Let's say a deal comes from a form. There's a custom field which user could fill in with multiple values in the form. Example: House= A or House=B or House=C or  House=D,...

    Would be nice being able to do a workflow so that: If house =A, do this, else if house=B, do that, else if house=C.... Instead of having to create 4 workflows which are actually the same, differentiated only by If statement. 

    That would be absolutely enormously helpful, because I have many "multiplied" workflows only because of it, lose thereby the overview and if I must change something it is pure chaos.

  • Tim Schmidt
    Tim Schmidt Posts: 9
    edited February 7 #9
    Albert said:

     @Mike van der Valk and @Marcelo Silva 

    The point he's stating basically refers to if/else correlations inside a workflow. Let's say a deal comes from a form. There's a custom field which user could fill in with multiple values in the form. Example: House= A or House=B or House=C or  House=D,...

    Would be nice being able to do a workflow so that: If house =A, do this, else if house=B, do that, else if house=C.... Instead of having to create 4 workflows which are actually the same, differentiated only by If statement. 

    That would be absolutely enormously helpful, because I have many "multiplied" workflows only because of it, lose thereby the overview and if I must change something it is pure chaos.

  • Tim Schmidt
    Tim Schmidt Posts: 9
    edited February 7 #10
    Albert said:

     @Mike van der Valk and @Marcelo Silva 

    The point he's stating basically refers to if/else correlations inside a workflow. Let's say a deal comes from a form. There's a custom field which user could fill in with multiple values in the form. Example: House= A or House=B or House=C or  House=D,...

    Would be nice being able to do a workflow so that: If house =A, do this, else if house=B, do that, else if house=C.... Instead of having to create 4 workflows which are actually the same, differentiated only by If statement. 

    That would be absolutely enormously helpful, because I have only therefore umpteen workflows "twice", lose therefore the overview and if I have to change something it is pure chaos.

  • Javier Sanchez
    Javier Sanchez Posts: 1
    edited May 18 #11

    I'd also like to have this feature implemented. Since we have a limit on automation and no way to organize them yet, having more logic flow structures become critical to get a lot more done in a single automation.