This guide shows you how to add a switch (condition) node in a QuoteCloud workflow, allowing you to create conditional paths and manage approvals based on different scenarios.
Add a Switch (Condition) Node
Adding a Switch (Condition) Node in a Workflow
Learn how to create switch nodes and configure conditional workflow paths in My Guideflow.
Steps to add a switch node
1
Understand the purpose of a switch node
A switch node works similarly to a trigger node, but instead of starting the workflow, it controls the workflow path by checking conditions.
2
Add a switch node
In the workflow editor, click the node placeholder beneath your existing workflow step and select Switch.
3
Review the generated condition nodes
After adding the switch node, the workflow automatically creates two child condition nodes: one for matched conditions and one fallback condition path.
4
Identify the switch node
The diamond-shaped node represents the switch controller that manages how conditions are evaluated in the workflow.
5
Configure the first condition node
Click the first condition node labelled If the condition is met to define how the switch node should control the workflow.
6
Understand the fallback condition
The second condition path acts as the automatic fallback route. If none of the configured conditions are met, the workflow will follow this default path.
7
Open the Add Condition panel
When you select the condition node, the Add Condition panel will appear on the right side of the screen.
8
Configure the workflow condition
Define the condition using the available fields and comparison operators. For example, you may configure a condition where Total Value is greater than 100.
9
Apply the condition settings
After defining the condition, click Apply to activate the condition node within the workflow.
10
Add additional condition nodes
To expand the switch node with more conditions, click the circular plus icon beneath the existing condition node.
11
Configure additional conditions
Configure any new condition nodes the same way as the first condition node, then click Apply to save each condition.
12
Understand condition order
When the workflow reaches a switch node, it checks the child condition nodes from left to right and follows the first condition node that evaluates as true.
13
Complete the workflow setup
Once your conditions are configured, the switch node will control the workflow automatically based on the conditions you defined.
FAQs