Using Forks and Joins
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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
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Go to the Global Menu → Applications → Process Builder.
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Click the Workflows tab.
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Click the (
) to add a new workflow. -
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.
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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.
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Drag and drop two Task nodes. Connect the Fork node to the two Task nodes.
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Drag and drop the Join node. Connect the two Task Nodes to the Join Node.
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Connect the Join node to the End Node.
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Rename the nodes and connectors and add any Actions or Notifications.
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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.