Batch Assignment Approval - Branching and Merging

In this training video, we walk through how to design parallel assignment approvals in Decisions using Branch, Branch For Each, and Merge steps. You’ll learn how to send assignments to multiple users at the same time, require all (or enough) users to respond, and intelligently end processes early using Cancel Merge logic.

0:00 – Introduction to batch assignment approvals
0:35 – Overview of Branch vs. Branch For Each steps
1:06 – How standard assignments work (single user vs. group)
1:38 – Why branching is needed for parallel assignments
1:54 – Using the Branch step for parallel user tasks
2:34 – Limitations of the standard Branch step (static paths)
3:25 – Introducing the Branch For Each step (dynamic branching)
3:46 – Sending assignments dynamically using a group list
4:29 – Why Branch For Each scales better over time
4:44 – Subflow requirement explained
5:28 – Static vs. dynamic branching comparison
5:59 – Introducing the Merge step
6:24 – How Merge waits for all assignments to complete
6:34 – Live debug walkthrough of parallel assignments
7:55 – What happens when one assignment completes
8:13 – Ending the process early with Cancel Merge
8:36 – Cancel Merge inputs (boolean + reason string)
9:12 – Approve vs. Deny logic with Cancel Merge
10:24 – Automatically closing remaining assignments
11:31 – Cancel doesn’t always mean “deny”
12:18 – Majority-rule approvals (threshold logic example)
13:08 – Tracking approval and denial counts
14:04 – Cancelling remaining tasks once a threshold is met
15:13 – When to use Branch + Merge for approvals
15:52 – What Branch is not for (parallel processing vs. assignments)
16:25 – Final recap and best practices
16:56 – Subscribe and closing remarks