Published at: 2026-09-17
Configure multi-branch nodes
Route the process to different approval paths based on conditions.
Overview
A Multi-Branch Node routes an Approval Process by condition. It requires at least two subsequent nodes. After the system matches a branch condition, it enters the corresponding node.
In the process designer shown in the screenshot, a Multi-Branch Node is usually inserted at the + position between two nodes. After insertion, the canvas expands multiple branch titles, such as Commercial Department, Finance Department, and Legal Department. Configure the corresponding Approval Node under each branch. After all branches are completed, they merge back into the same process line below.
Before you begin
- The Approval Process is created.
- You have identified branch paths.
- You have identified the entry condition for each branch.
Configuration steps
- In the process designer, find the position where you need branching, and click + on the node connector.
- In the node type menu, select Multi-Branch Node.
- After the system generates multiple branches, enter a condition name for each branch.
- In Condition Details, select a field on this object.
- Configure the operator and value to define the entry condition for the branch.
- Under each branch, add Approval Nodes such as commercial owner, finance owner, and legal owner.
- Confirm that each branch connects to a subsequent node and can merge into the main process below.
- Click Save.
UI description
The screenshot shows the result after a Multi-Branch Node is added on the Configure Process page:
- Add entry: Click the blue or white + between process nodes to open the node type menu.
- Node type menu: After you select Multi-Branch Node, the process splits from the current position into multiple paths.
- Branch title: Each branch appears as a horizontal label, such as Commercial Department, Finance Department, or Legal Department. The branch title describes the business condition or responsible department of the path.
- Branch Approval Node: Add an Approval Node under each branch, such as Commercial Owner, Finance Owner, or Legal Owner.
- Branch merge: After multiple branches are processed, they merge below and continue to the subsequent process.
- Delete entry: The x on the right side of a branch title or Approval Node deletes the corresponding configuration. Before deletion, confirm that the branch is no longer needed.
Configure condition names
Condition names appear in the process designer. Use business language, such as Large order, Key account, or Regular Account. Avoid names such as Branch 1 or Condition 2.
Configure condition details
- In Condition Details, select a field on this object.
- Select an operator.
- Enter or select a condition value.
- Save the configuration, and connect the corresponding subsequent node.
Configuration recommendations
- Each branch name should describe the business meaning.
- Conditions should be mutually exclusive to prevent data from matching multiple paths.
- Keep a default path or exception handling path.
- Each branch should connect to a clear subsequent node.
Expected result and verification
- Use test records with different conditions to trigger the process.
- Check whether each record enters the correct branch.
- Check whether data that does not meet conditions has a clear handling path.