Conditional branches are an amazing tool that allows users to dynamically change the workflow route based on information from the submission. Conditional branches can be set based on any field within the form.
Let's think of the conditional branch as a new pathway. Once the branch is configured, you can add activities for that specific branch (like notifications, approvals, or forms). In this article, we are going to be creating the pathway based on rules.
To configure a conditional branch, first, add the step to the workflow. Once your conditional branch is added to the workflow and set in the right spot, click on it to configure the details.
Configuring Conditional Branch Rules
Provide the step a name and then begin configuring the step rules. Below, you can see that we have labeled this step 'Principal Approval'. We will be setting up a branch to route to the proper principal based on the school location chosen.
Name your branch - In this example, we are going to create a branch for Johnson Middle School.
Set the branch rules
- Conditional branches can have multiple rules associated with them. Choose if you want the form to take this route if ‘Any’ or ‘All’ of the rules are true.
- Select the step you want to pull data from to steer the conditional branch.
- Based on the step chosen above, all of the fields and step names will populate in the dropdown menu. Choose the field/step you want to create a rule for then configure the rule.
Options: equal to, in, not equal to, less than, greater than, less than or equal to, greater than or equal to, beginning with, ending with, not beginning with, not ending with
Then type the data point the rule is configuring from.
Pro Tip: At Script, it is best practice to use a field that the user cannot change the value ex. Dropdown menu or checkbox (TRUE or FALSE)
4. To add another rule to the same branch, click the ‘+’. To delete the rule, click the ‘-’.
To add another branch, click ‘Add Branch’ and restart the configuration process. When you are ready, click 'Save' to update the workflow,