Overview

Branch condition is an important part of the approval process design. Different approval processes can be used in different situations when using branch conditions. For example, if the leave duration is less than 2 days, it goes to the direct supervisor for approval; if the leave duration is greater than or equal to 2 days, the direct supervisor and the department HR will jointly approve.

Procedure

Enter Approval Admin, click Create button or edit existing approvals to enter Process Design page.

1. Create branch

Click + between steps and select Branch. Two branches will be generated by default. Click Add condition to generate more branches.

2. Set condition

A. Click Set condition.

B. Click Add condition or Add condition group. For example, when requester is Jolyne, the process on the left is used; otherwise, the process on the right is used. 

C. You can set the Priority level on the upper right corner. That is, when multiple conditions are met at the same time, process with higher priority level will be used (the default branch has the lowest priority).

III. FAQs

Q: What is the default (Other) branch?

A: When the approval does not meet the conditions you set, the default branch process will be used. It helps to avoid situations where approval cannot be done due to incomplete condition settings. This branch is auto created by default, and no manual configuration or modification is needed.

Q: What is the difference between Condition and Condition group?

A: You can add multiple condition groups in a "OR" relationship at one certain step. That is, if any condition group is met, this branch will be entered.

You can add multiple conditions in a "and" relationship in one condition group. That is, only when all the conditions are met at the same time, this branch will be entered.

Q: What fields can be used as branch conditions?

A: Not all fields can be used as branch conditions. Currently, the following fields can be used as such conditions: 

• Requester;
• Part of widgets: single select, multiple select, numeric, amount, formulas, date ranges, and details;
• Leave type and leave duration in leave approvals;
• Overtime type and overtime duration in overtime approvals;
• Out-of-office type and out-of-office duration in out-of-office approvals;
• Departure, destination, transportation and trip duration in business trip approvals. 

Note: The field must be set as required. If not required, it cannot be used as a condition.