📝 Overview
The "Switch Path" operation lets you route your workflow to different paths based on an output value. By checking the value of an output from a previous operation, Yoom automatically directs the workflow to the appropriate next step.
☝️ Note: This feature is available on all paid plans (it is not available on the Free plan).
⚖️ "Branch" vs. "Switch Path"
Both operations control how your workflow proceeds, but they are designed for different use cases.
🔹 Branch
What it can do
Create advanced conditions such as:
When a company name contains "Inc."
When the person in charge is Mr. A or Mr. B
When the inquiry date is on or after January 1, 2023
Use outputs (for example, #{{●●}}) as part of your branching conditions.
Limitations
You can only split a workflow into two routes (True or False).
🔹 Switch Path
What it can do
Route a workflow to multiple destinations based on exact value matches, such as "Sales," "HR," or "Engineering."
Use either manually entered values or outputs (for example, #{{●●}}) as switching conditions.
Limitations
It only supports exact value matches and cannot use "contains" or numerical comparisons.
📍 Examples
Routing Approvals by Department: In an onboarding workflow, automatically send approval requests to the appropriate approvers based on the employee's department—for example, route requests for Sales to Approver A and for Accounting to Approver B.
Trigger different actions based on customer status: After collecting responses through a customer satisfaction survey, perform different actions depending on the response. For example:
Satisfied: No action
Neutral: Send a follow-up email sequence
Dissatisfied: Send an email to arrange a meeting
🛠️ How to Set Up
1. Add the "Switch Path" operation
In the Flowbot editor, click the "+" button between operations, scroll down, and select "Switch Path".
2. Configure the settings
Enter or select the following items, then click "Save".
☝️ Note: You can only select outputs from previous operations as the value used for switching.
① Title: Enter any name for this operation.
② Output to switch: Select the output whose value will determine the next step.
③ Switching condition: Enter the string or output that should trigger this route.
④ Add value: Add additional conditions if you want to create more destinations.
📍 Example: Retrieve an employee's position from a database, then route the workflow based on that position.
3. Configure each destination
After saving, configure the operations for each destination.
For example, you can set up different Slack notifications and approval flows for each employee position.
☝️ Note: You can only use outputs obtained from previous operations as the value used for switching.
That's it!
You've successfully mastered multi-path routing in Yoom. Your workflows are now smarter and more efficient than ever. 🎉
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