Multi Case Helper
Route the Flow path based on the value of a variable
With the Multi Case Helper you can route the Flow path based on the specific value of some field, variable, etc.
The label of the corresponding arrow needs to match the test case value, so that its Flow path is taken. You can add as many arrows as you like.
Currently, you cannot have an "else" arrow out of the box which covers all other cases which don't have their own arrow. However, you can implement this with a bit of Jinja, e.g.:
{% if reference == ‘value1‘ or reference == ‘value2‘ or .. %}{{ reference }}{% else %}name_of_arrow_for_other_cases{% endif %}
Let's imagine a Flow which takes data from a form and based on a select field in the form should either create a payment in stripe, create a new deal in a CRM such as HubSpot or create a new ticket in a system such as Zendesk.
The Multi Case Helper in that case takes the field as the test case value:
Multi Case Helper configuration
Based on that value of
{{ inquiry_type }} it will follow one of the three arrows to the next step of the Flow:
Flow paths after Multi Case Helper
Q: Is there a standard (default) action possible with the Multi Case Helper?
A: It is possible to add in the Multi Case Helper e.g.:
{% if zendesk.ticket.status == "new" %}New{% elif zendesk.ticket.status == "open" %}Open{% else %}Default{% endif %}
Then three arrows need to be created with the following names:
- New
- Open
- Default
Thus, the flow route defaults to
Default whenever there is no standard status.Last modified 1yr ago