Clone branches within a workflow

[ckennedy]

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. 

[ckennedy]

clone branch

re-order branch

[ckennedy]

Hi all,

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 

Thanks for your continued feedback!

Megan

[ckennedy]

Hi everyone,

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!

Best,

Megan

[MastersFred]

I'd love the option to select a series of workflow blocks and cloning them for another branch.

I have a series of If/Thens to notify a team leader based on the deal-owner's team. Now I need to create nearly identical events for EACH team after the initial notification.

[annieseattle]

This would be very beneficial. We waste a lot of time recreating the same steps and every criteria and action repeatedly. There’s also so much room for error. Even if we can’t clone a group of actions having the ability to duplicate and move actions would be great as a start. I have made mistakes sometimes putting the wrong string of actions after the wrong if/then trigger only to then have to remove all of them and redo  them. No idea why this one doesn’t have more attention or upvotes. 

[mreyes]

We need this, it's urgent! 

[tomaschavez00]

+1 for this idea. Its a necesary feature given this is a kind-of programmation tool. Just look at any graphic programmation tool (FL Studio Patcher, DSP Synthmaker, Bizagi)

[Caryn]

This would be such a time saver! 

Currently, we have workflows with 2 branches (ie 4 endpoints) for our 14 feedback forms. The end is the same but the middle is different. This means we had to create the endpoint 56 times.

The ability to copy a branch would have been a lifesaver and still can  assist us in the future

[Rklinghoffer]

would love this as well..

[kbjornaas]

3 SUPER impactful workflow improvements (I am sure there are many more) 

1. Clone Branches 

2. Rejoin a branch 

3. Drag/Drop or move a branch or step 

[EmmaDavenport]

Upvote from me - this would be extremely useful

[AdamLHumanitix]

Yes please.

[NatalieAlagen]

Much needed addition to workflows. Clicking 200 extra times is not fun.

[ChristopherH]

This is an amazing idea and I'm shocked that it isn't standard yet.

[KarthikC]

bumping this idea

[HarvestROI]

I agree that this feature needs to be added to keep the more complex workflows under one workflow. However, a great workaround for this is breaking up the repetitive workflow pieces into smaller workflows, so that when one piece is completed it automatically enrolls in the next workflow (ie. "part 1 of 2" part 2 of 2")  

[HarvestROI]

I want to update my comment from yesterday. The new function "Go to Other Action" solves this problem!!! You can use this feature to point back to the repetitive part of the workflow.

[MastersFred]

@HarvestROI Although the "go to" function does help, it won't help when branches have the same blocks but different contacts (ie notify the manager for that team)

[KarthikC]

The new go to action functionality looks promising, thanks for sharing!

[HarvestROI]

@MastersFred True in that case having a cloning function for highlighted sections is Pure Gold.

However, this does take us a long way from having to manually rebuild repetitive workflow components or "Enroll in Another Worklfow"

[ramatoG2]

This is a much-needed feature. Would save hours of work.  

[MeganLegge]

Hi everyone,

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!

Best,

Megan

[ramatoG2]

Amazing! Thanks for the update, @MeganLegge!