Switch Step

The Switch Step lets you control your automation process based on a variable's value. You can set up different "cases" for specific variable values. The process then follows the steps inside the matching case.

Use this step when your process needs to go in different directions based on an input or condition.

How to Use the Switch Step

Step 1: Add the Switch Step

Drag and drop the Switch Step into your process flow.
A Default Case Step will automatically appear inside the Switch Step.

Step 2: Set up the Input Variable

Select the Switch Step.
In the properties panel, find the Source text variable field.
Pick an existing variable from the dropdown menu. This variable needs to be a string or an integer.

Step 3: Add Case Steps

Right-click on the Switch Step.
Select Add Case Step.
For each Case Step, type in a specific value that the Source text variable might have.
Put the steps that should run for each specific case inside its own Case Step.

Important: The process will run the steps within the first case that matches. If no cases match, the steps inside the Default Case Step will run.

Parameters Explained

Step Name (Optional)

A custom name for this step.
It helps you find the step in the process editor.

Source text variable (Required)

The variable whose value decides which case to run.
It must be a string or an integer.
Example: If your variable invoiceStatus can be "Approved", "Pending", or "Rejected", you would choose invoiceStatus here.

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