1. Business Process Framework: Task UI Guide
  2. Creating a Branch Connector

Creating a Branch Connector

A branch connector is a type of connector in Task UI where you create a condition. Similar to how it operates in a Workflow Process, a branch connector in a task can be conditional or nonconditional. Siebel CRM uses a condition and a decision point to determine the path to follow in the task according to criteria that you define. A different action can occur depending on the path that it follows.

You can configure branching in a task on branch connectors that emanate from a decision point. You can create a separate condition for each of these connectors. You do not create conditions on the decision point. To determine the next step to run, the decision point evaluates the conditions you define on the outgoing connectors.

You can define the following values in the Type property of a connector:

  • Condition. Includes a condition that must be met to continue through this path.

  • Default. Does not include a condition. If the condition is not met for another connector, then the task flows down the Default connector.

To view an example that includes a condition, see Revising the Task.

To create a branch connector

  1. Create a connector as described in Creating a Connector.

  2. Select the connector and in the Properties pane:

    1. Enter or modify the Name property of the branch connector. The branch name must be unique.

    2. Set the Type property of the branch connector to Condition.

      This value for this property is typically Condition (if defining a decision condition on the connector) or Default (if using this connector as an exit route). You can set the Type property to other values as required. For more information, see the description for the task branch object in Siebel Object Types Reference.

    3. Create conditions that apply to this branch as described in Creating a Condition on a Branch Connector.

    4. In the Comments property, enter text that describes the branch logic.

  3. (Optional) Repeat the previous steps for each additional branch connector you want to create.

    If your task must proceed along more than one conditional connector and one default connector, then you must create a separate branch connector for each logical path.

  4. Create a default branch connector.

    Caution: You must create a default connector to handle the situation where an item does not meet any of the conditions you create.