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On each branch apart (apart from the default) you define a condition that must be met for that branch to run. With Exclusive Branching only one branch must match, so each condition must be exclusive (ie not overlap). The safest easiest way to do this is to use Toggle, Dropdown, or Segment Fields. For simple yes/no or on/off, use a toggle and then have two branches - set one to yes/on and leave the default as no/off. For Dropdowns or Segmented fields, you should set up one branch for each individual case that needs special handling and then let the default branch handle all other cases. Using these three fields types ensures that the conditions will be exclusive.
A text field empty/not empty test is also very good for exclusive testing.
The branching conditions also support things like equal or not equal to an arbitrary text string. This will work but requires more care. If , before, after or between dates and times. These are also very useful and should be used but take care - if you have many branches you will need to make sure the conditions can’t accidentally overlap.
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How do I do an AND test?
In the Check Morning Start example, we wanted to check that morning client jobs are started in the morning, not in the afternoon. When we analyse this test this means “is a client job AND should start in morning”, or “clientId is not empty AND the startTime is between 6am and 11:59am”.
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Tip for Advanced Users: For performance, the rule of thumb is to first do a simple test which will reduce greatly the number of matches. For example, say we know 50% of our jobs are client jobs, and 90% of them start in the morning. We test the client job first because it is the simpler test for the computer to do (ie is this field empty) and then the check that while the time which will take longer (doing two time comparisons) will only be done for half of the jobs. |
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