Documentation

Using Forks and Joins

Subscription

Here you’ll learn how to use the Fork, Join and Join XOR nodes. These nodes are useful for workflow processes that have multiple reviewers like the Legal-Marketing Definition sample.

You can split the review task so that two reviews can happen at the same time. In the Legal-Marketing example workflow, the process is linear: the workflow goes from Marketing to Legal before publication, but you can use Fork and Join (or Join XOR) to build a concurrent workflow process.

Using the Fork and Join Nodes

  1. Go to the Global MenuApplicationsProcess Builder.

  2. Click the Workflows tab.

  3. Click the (Add icon) to add a new workflow.

  4. In the workflow designer Canvas, if there’s a transition connecting the Start node and End node, delete it: select it with your mouse and hit the Delete key on your keyboard.

  5. Drag and drop the Fork node onto the canvas then connect Start node to the Fork node. You can rename the nodes and connectors later.

  6. Drag and drop two Task nodes. Connect the Fork node to the two Task nodes.

    Add the Fork and then the Task nodes.

  7. Drag and drop the Join node. Connect the two Task Nodes to the Join Node.

  8. Connect the Join node to the End Node.

  9. Rename the nodes and connectors and add any Actions or Notifications.

    Publish the workflow when finished.

  10. Click Publish when finished.

Using the Join XOR Node

With a regular Join node, for the workflow to proceed beyond the join, the transition from both parallel executions must be invoked. However, if you use a Join XOR node instead, the workflow proceeds as long as the transition from one of the parallel executions is invoked.