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Overview

  • The

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  • Switch action is an advanced decision-making mechanism that efficiently handles multiple possible outcomes or conditions.

  • Unlike simple if-else conditions, the Switch action tests a single variable or expression against a predefined set of values. Based on which value matches the variable, the corresponding action is executed.

  • This method is especially useful when there are numerous possible outcomes, as it avoids repetitive and nested conditions, simplifying the workflow.

  • It is often used in situations where a workflow must take distinct actions based on user choices, status updates, or other distinct categories of input data.

  • Let’s explore the screens that follow, after drag-n-drop of Switch action on workflow canvas.

Config

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After clicking on + button, following screen for creating switch cases opens up.

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Condition

Description

Destination Type

It defines the target location, where the decision switch condition will be mapped with.

Note: By default, the Destination Type is model. Other options include variable, cookie key, and local storage key.

Info

Reference: Destination Type

Model

When you select Model as the Destination Type, the Model field allows you to specify the exact model (such as a Salesforce Object) where the decision switch condition will be mapped. This ensures precise targeting for your decision switch action, allowing you to control where and how the decision switching is applied within your application.

Note:

  • It is specifically dependent on the destination type one chooses.

  • If you choose another Destination Type, you will get that field label here.

Field

It defines the exact field or variable where values will be stored for mapping.

Note:

  • After choosing the second condition field, you will get this field visible in modal.

  • If you chose Model as second condition field, this will be field, and if you chose variable as second field, there will be variable.

Note: The following fields, namely Operator, Source Type, and Value, are disabled until you fill in the above 3 condition fields.

Operator

It is specifically operator value such as Equals, Not Equals, In, Starts With, Ends With, Contains.

Source Type

It defines the data which will be mapped for decision switch with destination field chosen earlier.

Note: By default, the Source Type is Static. Other options include Model, Variable, Cookie Key, Local Storage Key, User, Null, and Blank.

Info

Reference: Source Type

Value

The available options will change depending on the selected source type.

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For example, if you choose "Static" as the source, you can provide a fixed static value.

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Include Page
Manage Input Variable
Manage Input Variable
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For example, if a sales organization wants to assign leads to different sales representatives based on the lead source, they can use workflow here, suppose there are two sales reps namely Dan and Aron. Assign lead to Dan, when lead source as Phone and assign lead to Aron when lead source is Web using workflows like below:

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