GETTING STARTED
Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing
  1. Home
  2. Docs
  3. Process Apps
  4. Flow
  5. Logic
  6. Merge

Merge

Merge logic helps you merge individual process flows into a common flow by defining business logic like waiting for all or completing any flow. Merge is applicable only if Execute all Branches is selected in the Split stencil depending on the use case. If Execute on Condition is selected, it is not required to merge the branches as it follows only a single path/branch.

For example, let us consider a loan request. A customer has requested a loan and you require the customer’s income documents, proof documents, and other documents to process the loan request. In a bank, income documents are collected by a team and proof documents are collected by another team. In this scenario, while building the process flow for this request, you must use the Split stencil to split the documents requirement task into multiple branches depending on the documents required. Here, income documents to be collected are assigned to the income team (branch 1) and proof documents (branch 2) to be collected are assigned to the proof team. Ensure that while configuring the Split stencil, Execute all Branches is selected to perform the merge action. After the execution of all branches and completion of tasks, you can merge branches.

Configure Merge Logic

To configure a Merge logic in the process flow, follow the below steps:

  1. On the left pane, you can find the Logic section. Drag and drop the Merge stencil from this section and place it below the respective flows on the builder.
  2. Click the Merge stencil to open the Merge window.
  3. On the Merge window, enter the following details:
    1. Name  – Enter a name for the merge action.
    2. Split Node to Merge From – The system automatically takes the most recent parent split node. However, the user can select the node from the Split node to merge from the drop-down list.
  4. Under the Merge Logic section, select any of the below actions:
    1. Wait for All – If selected, the system performs the merge action after the execution of all contributing branches.
    2. First Input – If selected, the system performs the merge action after the execution of any one of the branches and all other branches will expire.
  5. Close the Merge window.

To perform the merge action, ensure to select Execute all Branches option while configuring the Split stencil.

On this Page

  1. Home
  2. Docs
  3. Process Apps
  4. Flow
  5. Logic
  6. Merge

Merge

Merge logic helps you merge individual process flows into a common flow by defining business logic like waiting for all or completing any flow. Merge is applicable only if Execute all Branches is selected in the Split stencil depending on the use case. If Execute on Condition is selected, it is not required to merge the branches as it follows only a single path/branch.

For example, let us consider a loan request. A customer has requested a loan and you require the customer’s income documents, proof documents, and other documents to process the loan request. In a bank, income documents are collected by a team and proof documents are collected by another team. In this scenario, while building the process flow for this request, you must use the Split stencil to split the documents requirement task into multiple branches depending on the documents required. Here, income documents to be collected are assigned to the income team (branch 1) and proof documents (branch 2) to be collected are assigned to the proof team. Ensure that while configuring the Split stencil, Execute all Branches is selected to perform the merge action. After the execution of all branches and completion of tasks, you can merge branches.

Configure Merge Logic

To configure a Merge logic in the process flow, follow the below steps:

  1. On the left pane, you can find the Logic section. Drag and drop the Merge stencil from this section and place it below the respective flows on the builder.
  2. Click the Merge stencil to open the Merge window.
  3. On the Merge window, enter the following details:
    1. Name  – Enter a name for the merge action.
    2. Split Node to Merge From – The system automatically takes the most recent parent split node. However, the user can select the node from the Split node to merge from the drop-down list.
  4. Under the Merge Logic section, select any of the below actions:
    1. Wait for All – If selected, the system performs the merge action after the execution of all contributing branches.
    2. First Input – If selected, the system performs the merge action after the execution of any one of the branches and all other branches will expire.
  5. Close the Merge window.

To perform the merge action, ensure to select Execute all Branches option while configuring the Split stencil.

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