How Do I Create a Branch Step?

How Do I Create a New Workflow?

In Kuali Build, creating a new Form in your App will automatically launch a new Workflow.  

What steps can be added to a Workflow?

• Approval - approval or rejection of a course, program, form, etc. Approvals typically pause all other steps in a workflow until a decision has beed made.
  
• Task - allows a user to assign a user to a specific task in the workflow, which means they will be asked to complete a task in or out of the system when the workflow step reaches the assigned user
• Acknowledge - allows a user or role to acknowledge a form's submission. Unlike an approval, an acknowledgement does not pause the workflow until the submission has been reviewed. The workflow process will continue on with any subsequent steps.
• Notification - a configurable email sent to a selected user
• Branch - proposal routing based off conditions from the form
• Integration - allows you to select from a list of pre-configured integrations if any were created during implementation. 

How do I add a Branch Step?

• Click on the Branch step from the top left side of the Workflow screen.
• Drag and drop the step in the desired location. 
• Determine the settings for the step in the configuration panel that pops up on the right side of the screen.
• Your workflow step will save automatically by Kuali Build. No need to click a Save button.

What is Step Label?

By default, the Branch Step you just created is called "Branch." This typically isn't a problem with a basic workflow configuration, but for more complex workflows it can get pretty confusing to have multiple steps named "Branch." 

The Step Label allows you to customize the name of this particular step so it more accurately represents this part of the process.

How do you determine the Route?

The purpose of the Branch Workflow Step is to allow the administrator to determine a workflow based on how a user responds to a question in the form. For example, depending on how a student answers a question on a Program Change Request form, they may be directed to their advisor or a department chair. Branch Steps allow you to configure these routes.

To configure a Branch Step:

• Click on the Route Here When dropdown menu in the Route 1 panel. Select from the options available. 
• In the first drop-down below Route Here When, choose from 1 of the questions listed on your form.
• Next select the conditions that should be met from the additional drop-down menus in order for the workflow to route here.
• You can remove a condition by clicking on the trash can. You can also create additional conditions by clicking on the gray plus sign next to the drop down menus.
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• Continue to add additional routes and conditions by clicking on the +Add Route icon.

What are Default Routes in a Branch Step?

When using the Branch step functionality, you also have the ability to create default routes, meaning if a user's response does not match any of the configured routes, you can predetermine the route the form will take.

How do I create a Default Route?

• Click on the Branch step option from the top left side of the Workflow screen.
• Drag and drop the step in the desired location. 
• Determine the settings for the Branch step in the configuration panel that pops up on the right side of the screen.
• Configure the default route from the Default Route section of the configuration panel.  

Two options are available from the Default Route dropdown menu:

• This route will run if no match is found below. This option will allow you to configure a specific workflow for scenarios that don't fit the other routes you create. Notice the area in the screenshot below where you can drag and drop additional workflow steps into the Default Route section of the Branch step.
• This route will never run. This option will remove the Default Route from the Branch step entirely and will assume that all scenarios fit into the other routes created in the Route Configuration panel.