It would be great if there was a way to clone an if/then branch within a workflow, especially with multiple "if" criteria. For example, if I'm setting up branches with the same SF campaign IDs but different interactions with an email, (bounce, open, click), it would be nice to create one branch, clone it, and just switch out the email action rather than selecting the same ID criteria over and over again.
We've now introduced the ability to clone branch conditions within a single branch. This will enable you to more easily create if/then branches with many similar conditions, instead of having to manually add the same filter numerous times, in every branch.
Individual branches can also now be re-ordered using drag and drop, or via the "move up" or "move down" buttons on each condition. Multi-branched if/then branches evaluate enrolled objects in order of the listed branch conditions. Now that you can re-order existing branch conditions, you'll have more control over this evaluation hierarchy and can make changes without the laborious task of deleting/re-creating branches.
See the following post for screenshots of these new features! Also, for anyone interested in cloning entire actions for re-use in a workflow, that is a project we're working on next
I’m Megan Legge, a product manager for HubSpot’s workflows tool. As others have mentioned, we've made a couple of improvements in the tool which have made building branching workflows easier. To recap the features that have been rolled out since this idea was posted:
1. Reconnect branches with a Go To action (read more) - This action allows you to connect if/then branches with the Go to other action action. This can help to streamline your workflow building process by consolidating if/then branches.
2. Add mutiple conditions to an if/then branch (read more) - Instead of creating many layers of branches, you can now add up to 20 unique conditions in a single branch, consolidating the power of many branches into just one! Enrolled objects will be evaluated against each condition in the branch, in the order that they're set.
On top of those improvements, we're currently exploring the idea of cloning conditions within a single branch. This would enable users to more easily create if/then branches with many similar conditions, instead of having to manually add the same filter numerous times. Thank you for your comments and feedback, and I will follow up again when we have more information about this feature!