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Paths

The Paths tool allows your workflow to complete different tasks based on conditions set. It lets you handle different scenarios within an automated process, allowing for more complex and dynamic workflows.

While Paths allow you to split your workflow into separate segments, Filter will only display a single step with conditional rules to be met before proceeding to the next step.

Configure

Once added, the Paths tool will create multiple "paths" (also known as path rules). Each path will process an automation based on the specified conditions saved in the Rule fields and will be outlined with a gray border.

Create multiple rule sets by clicking More options > Additional Rules.

All steps added within a path will be included in the gray border to visually demonstrate where the path begins and ends in a workflow.

Here is a quick demonstration:

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Here is a scenario where it would be helpful to use the Paths tool.

1. Trigger: An event starts or triggers your workflow. For example, a customer places an order on your Shopify store.
2. Condition or Decision Point: At some point in the workflow, a condition is evaluated. This could be something like "Is the order's total value greater than $100?".
3. Paths: Based on the outcome of the condition, the workflow splits into different paths:
   • Path 1 Rule: If the condition is true (e.g., the order's total value is greater than $100), the workflow follows this path.
   • Path 2 Rule: If the condition is false (e.g., the order's total value is $100 or less), the workflow follows a different path.
   • Multiple Paths that evaluate to true: If multiple Path conditions are true, the workflow follows each path.
4. Actions within paths: Each path can have its own set of actions, such as sending a specific email, sending a Slack message, notifying a team member, etc.

Going Further

• We recommend re-labeling your paths (Path Rules) so that you can easily identify what each will do when your workflow runs. Click the 3 vertical-dot icon then Settings to update the path rule's name.
• If you need similar functionality in all paths, simply duplicate the path by clicking the 3 vertical-dot icon in the top right of the Path step and make adjustments as needed.
• Drag and drop any actions that exist outside of a path into a path when needed.

Technical Notes

• If you delete a Paths step, all of the actions that follow it will be deleted as well.