Adding and removing branches in workflow 2

🎯 Objective

This article will explain how to add and remove logical branches in netLex Workflow 2, allowing you to create dynamic and efficient flows for document management.

This article contains the sections:

• Logical Branches
• Adding Branches
• Removing Branches
• Frequently asked questions

💡 Logical Branches

Logical branches allow you to configure divisions in the Workflow flow based on logical conditions using document properties. Their utility includes:

• Conditional Steps: Allows certain steps to be executed only if a condition is met (e.g., "Level 2 Validation" only if the contract value is greater than $100,000.00).
• Parallel Paths: Starts simultaneous steps that do not depend on each other (e.g., "Finance Validation" and "Compliance Validation" at the same time).
   

➕ Adding Branches

To add branches to your Workflow:

1. Click the + button at the desired location in the workflow.
2. Select the Branching (if/then) component.
3. Name the component to organize the flow (this name is internal and not visible to document users).
4. Create and configure branches: each branch represents a path and must be conditioned to document properties (e.g., "Contract Value" greater than $100,000.00).
5. Configure the exception branch: this is the default path if no condition is met, ensuring that the workflow always has a possible conclusion.
   
   

Notes on Adding Branches:

• Branches at the end of the flow: If added at the end, the branches remain open to add steps or other internal branches.
  
  
   
• Joining branches: After configuring the branches, use the "Join branches" component if you want the paths to meet again.
  
  
   
• Branches between steps: If added between existing steps, the branch is automatically created with the join, connecting to the following component. The internal content of the branches must be configured afterward.
  
  
   

➖ Removing Branches

To remove branches from your Workflow:

1. Click the x button on the branch.
2. A confirmation message will be displayed; confirm this action.
   
   

Implications of Removing Branches:

• Joined branches: If the branch is joined, the branches and their content will be removed up to the join, connecting the part before the branch to the part after the join.
  
  
   
• Open branches: If the branch is open (there is no final join), removing the branch results in the deletion of the rest of the workflow from this point forward, since all content is dependent on the branch.
   
• Remove join: Removing a join results in the removal of the rest of the workflow from this point forward.
   

❓ Frequently asked questions

• What are logical branches and what are they used for? 
  Logical branches allow you to configure divisions in the Workflow flow based on logical conditions using document properties. They are useful for creating conditional steps or parallel paths.
   
• Is the name I give to the branch visible to the document user? 
  No, the name you give to the branch component is internal and not visible to document users.
   
• What happens if I remove an open branch? 
  If the branch is open (there is no final join), removing the branch results in the deletion of the rest of the workflow from this point forward, since all content is dependent on the branch.
   
• Is it possible to join branches at any point in the workflow? 
  Yes, after configuring the branches, you can use the "Join branches" component if you want the paths to meet again.