Modules
Class 8: Workflow - Special Use Case
Transcript
Alright, team. So let's talk a little bit about if then branches. There is a very special use case that you'll find helpful in many use, in many situations. So here's the, problem.
I wanted to, you know, look up cross object. Basically, I wanna check so I'm doing this on the company level, but I wanted to check a deal that is, you know, on the company level which is doing its thing. So I wanted to check certain criteria with deal, but I wanted to check three different criteria.
So if you do, you know, a simple if then branch. So if you do if and then criteria one and then two and then three, what the workflow will do is it's basically gonna first check, as you can see here. First check. So we're gonna go to branch one.
If the criteria is met, it's gonna stop, and that's it. But in my case, I wanted to look up all the deals and then based on the relationship with the deal, certain kind of relationships, so open deal or closed won or lost and qualified. So based on these things, I wanted to check every single deal, not just the first deal that the workflow detected and then ours, like, its job is done. I wanted to check all the open ones first and then the closed, second and then the, lost and unqualified ones third.
So you cannot do that in one branch. So you'll have to first check the, branch one and then you, you know, place this go to action and then create your another if then branch.
Then again, do your third condition. Again, go to action and then go back to if then condition. So that's why that's how you're hacking this behavior. So, you can basically, you know, solve for, you know, looking up multiple situations and populating your data based on that. Hopefully, this little trick is, you know, somewhat helpful for you. Let me know if you have any use cases or questions you wanna solve, and we'll go from there. Thank you.