Routing records to different paths based on certain criteria
This article aims to explain how to route records to different paths based on specific criteria using PowerRouter.
In PowerRouter, Decision Components are utilized to partition data into multiple paths based on specific requirements. The conditions for routing can be based on the data fields of the records.
The available decision components in PowerRouter are as follows:
True/False – This component establishes two paths. If the records meet the specified match criteria, they are directed to the True path; otherwise, they are directed to the False path. Multiple match criteria can be defined.
Segment – The segment component allows the creation of multiple pathways based on specific match criteria. Each path is filled with records that satisfy the match criteria defined for that particular path. Multiple criteria can be set for each path. When a record enters the component, the system checks the conditions for each path in sequential order, directing the record to the first matching path.
Steps to use Segment Component:
Open the workflow named PR Lead Workflow.
Add the Segment component below the trigger component. Connect the trigger component and the segment component by clicking on the circle and dragging the arrow to the top circle of the segment component.
Define the criteria for segmenting the leads into two paths. For example:
– Path-01 criteria: Website = ‘www.google.com’ AND Annual Revenue is less than 1000.
– Path-02 criteria: Website = ‘www.amazon.com’ OR Annual Revenue is more than 1000.Enable the Add default edge option to divert any records that do not match the defined criteria to a specific path.
Click “Save” to save the workflow.
In the next article, you will learn how to match one record with another record.