Need Suggestion - Condition based Workflow branches

have a use case - where I have around 30 different statement of accounts from our vendors - So I have created a seperate workflow for each of them to extract the relevant data and have a common named columns for all of them. So later I can append them all into a single sheet and have some analysis run (filter/join) with my internal reports.

Now I want to make this dynamic where in move this to Alteryx app and have the user upload the SOA and get the clean outcome and then run the analysis - but each Statement of account has a different workflow and the correct workflow should run based on filename so now using filter tool I mapped the correct WF branch and now these to be unioned and then my analysis to be run.

Now when I published it to server and try to run im getting the attached errors. Please anyone worked on a similar use case can help me out.

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Accepted answers

Gaurav_Dhama_

For example, this action tool will control container 9. Turn it on when file name contains citrix and turn it off when it does not.

All comments

Gaurav_Dhama_

How are you currently controlling which branch is to run?

Faisal___28

I have made a long thread of Filter tools. Facing couple of challenges from that - only one brach will have data and rest of them will miss incoming data - thats one of the errors when publishing and 2nd with union file where it throws error saying missing incoming data from one or more stream.

is there a better way to manage condition based branches?

Gaurav_Dhama_

What are you doing in the select tools that are giving errors?

Faisal___28

select tool is based on each individual file, my plan is to give user the access to upload the file and based on file name for example (Citrix_Aug) - Citrix Workflow will run hence the select tool has config from that file - now to make this workflow I just used one of the input files so the other select tools cant find the columns they are configured for

Gaurav_Dhama_

Instead of using filter, try using containers and turn on and off containers using Actions. You can use the same condition you have used in filter inside your action tool. Snip below for reference.

Faisal___28

can you ellaborate a bit more please - how do I determine filename contains "Citrix" and if yes run workflow 2 and disbale worflow 1

Gaurav_Dhama_

Inside your action tool use, update using formula

if contains([#1], “Citrix”) then “False” else “True” endif

the above formula will control the container related to citrix.

How it will work is, if your file name contains citrix, it will pass false to container, hence your container will not be disabled otherwise it will be disabled.

All other formulas will be same with respective filename.

Gaurav_Dhama_

For example, this action tool will control container 9. Turn it on when file name contains citrix and turn it off when it does not.

Faisal___28

It worked perfectly. Thank you so much for your help.

WirkKarl

Hi Faisal,

It sounds like you’re on the right track with branching workflows based on filenames. A couple of suggestions that might help:

Use the “Detour” or “Conditional Runner” tools: Instead of multiple filter tools for each workflow, you could route files dynamically using a single conditional branch or the “Detour” macro, which often simplifies unioning later.
Check file naming consistency: Make sure the uploaded filenames exactly match your mapping logic. Even small differences (extra spaces, capitalization) can cause the workflow branch to fail.
Debug on server: Sometimes workflows run fine locally but fail on the server due to path or permission differences. Use a log or write a temporary output to see which branch is actually being executed.
Union carefully: When unioning outputs from multiple branches, ensure all column types and names match exactly. Mismatches often cause errors on server runs.

If you haven’t already, consider wrapping your conditional branches in a batch macro — this often makes dynamic filename-based processing much smoother when moving to an app on the server.

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