What is a branched step?
A branched step allows different users to complete separate tasks simultaneously. Workflow tasks will be assigned to the respective users for them to complete their task, before the process merges back as one task in the flow.
Below is the steps that will assist in creating a branched step.
In order to make a change to a process, you will need to access the Setup Lander. To access the Setup Lander view: How do I access a process I want to Edit
Access the Flow
Adding a branch step type
New Branch Added
When a new branch has been successfully added, On each new branch step added make the following changes, respectively:
- Click on the Settings icon to set the step's settings such as the :
When the step should be required
Select if the step should be an 'Approve & Reject step OR Approve only step OR Submit Step
If it is an approve step, set if users can approve this step via email
- Click on the Info icon to add guidance to this step
- Click on the Person icon to set the required participants for this step. Also see: How do I specify who a task should be assigned to?
- Click on the Bin icon to delete the step Also see: How do I delete a step from a workflow?