Add a branch to a workflow
Add a branch to a workflow to present people with different options based on the actions that they take. Branches can help build workflows to automate approval requests based on criteria that you specify, triage incoming requests based on the severity level that people select and more.
Note: Your Slack workspace must be on the new version of Business+ to use workflow branches. If you’re on Business+ and can’t see branches, reach out to our Support team for help.
Before you get started
Whether you’re new to Workflow Builder or just need a refresher, get caught up with these helpful resources:
- Start with Guide to Slack Workflow Builder to get an overview of how to use workflows to automate tasks.
- Learn how to use a template to create a workflow, or create your own custom workflow from scratch.
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Discover how to add steps to customise the actions that your workflow will take.
Terms to know
Before you get started, we recommend that you familiarise yourself with terms used in creating workflow branches.
| Term |
Definition |
| Branch | A branch is a type of workflow step that allows people to take different paths depending on actions hey take in the workflow. |
|
Condition |
A condition is a variable or action (like clicking on a button or selecting an answer to a question) that presents someone using a workflow with a specific branch. |
| Fallback | A fallback is a branch that your workflow follows when none of the other conditions you specify are met. |
Create a workflow with a branch
You can set up workflow branches using a variety of conditions using information gathered in the workflow. The following options are a good place to get started:
-
Buttons
Use a set of buttons to present people with different options in your workflow. For example, build a workflow with buttons that are assigned to different branches. -
Forms
Forms allow people using your workflow to answer questions by selecting from a set of options that you specify. For example, set up a workflow with a set of answers to choose from that are each assigned to different branches.
Step 1: Create or select a workflow
To get started with branches, you’ll need to create a new workflow or edit one that you’ve already built.
- From your desktop, hover over More, then click on Automations.
- Click on New workflow. To add a branch to an existing workflow, click on Managed by you, then click on the pencil icon next to a workflow.
- Set up or edit your workflow by adding steps.
Step 2: Add a branch
Once your workflow is ready, you can add a branch.
- Click on Add step where you’d like to add workflow branching.
- Click on Utilities in the sidebar, then select Add a branch.
- Under Only continue if, select the conditions for your branch rule. The options that you see here will depend on how you configure your workflow.
- If you like, give your branch a name and custom colour.
- Click on Save to finish this branch.
If you like, you can click on Add step to further customise this branch or move on to the next step to add more branches and publish your workflow.
Step 3: Add more branches and finish your workflow
You can add up to ten branches to your workflow. Once you’ve configured your branches and set up your workflow, finish your workflow by publishing it.
- Click on Add a branch, then repeat the steps above to configure the branch.
- When you’re ready, click on Finish up to create a new workflow, or click on Publish changes to update an existing one.
Edit or delete a workflow branch
You can edit or delete a branch just like any other workflow step.
- From your desktop, hover over More, then click on Automations.
- Click on Managed by you, then click on the pencil icon. next to a workflow.
- Take the following actions:
• To edit a branch, click on the pencil icon.
• To reorder a branch, click on the up arrow or down arrow, or drag it to a new location.
• To create a copy of a branch step, click on the duplicate icon.
• To delete branch, click on the rubbish bin icon. - Click on Publish changes to finish.
Who can use this feature?
- All members
- Available on Business+ and Enterprise subscriptions