In Tool Builder, you can add branching to your tools to simplify condition-based routing and reduce complexity when working with multiple applications or endpoints. Branching decreases your effort to build a tool, which involves complicated steps and multiple applications or endpoints.
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The only branching type available in the Tool Builder is the First matching branch. You can add a maximum of 25 branches (indicated by router icons) in a tool and a maximum of 25 branches (indicated by dotted lines) in a single branching.
You have different view icons available in the lower-left corner of the Tool builder. You can click an option/icon based on how you want to view your Tool branching at any time.
The Tool builder supports scrolling so you can move through your tool horizontally and vertically. This is useful for viewing large or complicated tools with branching.
After you add a branch, you can see the branching router icon. You can click this icon to edit the branching at any time. Each dotted line represents a branch. A branch could include several step bubbles based on the workflow but must always end in a tool output bubble.
You can quickly reorder steps by dragging and dropping them to a different location in your tool. This option can be useful while planning, designing, or testing your tool. All associated data tools, such as mappings, move along with the step, preserving your configurations. It's a good practice to check and update your configuration if required after you've reordered any step.
In this branching type, the order of branches is vital because records are matched with the branch conditions sequentially based on the branch index (the order of branches). A record flows through only the first matching branch.Records flow through the first matching branch and can be further processed based on the workflow.
You can add branching to a tool to route data through different paths for further processing. After naming the branch, configure the required components.
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Components |
Configure… |
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Branching type |
Determines how records are evaluated against branch conditions. Records are checked sequentially to determine which branch they match. |
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Branches |
Define the conditions record must meet to flow through each path.Provide a name, description, and conditions for each branch. |
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Click Build → Tools to create a new tool.
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To Navigate to your tool, click AI Studio → Tools → <Your tool>
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In Destination & Lookups, click the plus sign (+) next to a step and select Add branching.
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In the Add branching window, enter a name for your branching. You can provide a name that indicates what the branching represents or does in the tool. For example, "get a customer" or "update a customer" branching. If your branching name is long, it's shown partially in the Tool builder, to see the full name you hover over it.
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Branching type: The only option available is First matching branch.
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Define branch rules: Two branches are automatically included in the Add branching window with default names Branch X.0 and Branch X.1.
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Rename branches based on your requirement. To add a description, click the Actions (...) menu for the branch.