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Need Suggestion - Condition based Workflow branches

Faisal___28
7 - Meteor

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. 

Faisal___28_2-1755684698276.png

 

 

 

 

 

Faisal___28_1-1755684350336.png

 

 

 

10 REPLIES 10
Gaurav_Dhama_
12 - Quasar

How are you currently controlling which branch is to run?

Faisal___28
7 - Meteor

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? 



Faisal___28_0-1755689385516.png

 

Gaurav_Dhama_
12 - Quasar

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

Faisal___28
7 - Meteor

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


Faisal___28_0-1755690346084.png

 

Gaurav_Dhama_
12 - Quasar

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.

 

Gaurav_Dhama__0-1755690699316.png

 

Faisal___28
7 - Meteor

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_
12 - Quasar

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_
12 - Quasar

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.

Gaurav_Dhama__0-1755693583252.png

 

Faisal___28
7 - Meteor

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

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