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.
Comments
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Não entendi bem sua necessidade.
Conseguimos criar diferentes sequencias de automações nas mesmas etapas, baseada em perfis diferentes de negócios.
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@Aaron Harch Like Marcelo up here I'm also not a 100% following you. Could you clarify what workflows you're setting up?
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@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.
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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!
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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.
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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.
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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.
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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.
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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.
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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.
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Is this on the roadmap? Branching logic is absolutely table stakes for automation. Right now if I use a condition in an automation and the condition is not met, then the automation stops.
To echo the comment above, it's chaos to work around this because you have to create multiple nearly-identical automations to cover each possible case. Then when you have to make a change to the automation, you have to change every other case as well.
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Yes! Branching logic ! Use case! if-then-else ! ..... this would be SO useful.
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