How do I add a Branch Step?
- Click on the (green plus) icon where the step should be added.
- Click Branch in the Step Type dropdown.
- Configure Branch Workflow Step in the right panel.
- Click Create.
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.
- Continue to add additional routes and conditions by clicking on the +Add Route icon.
- Under the Default Route section of the panel you also have the ability to skip the route if none of the conditions apply.
- Add a Custom Workflow Step Label (see more information below)
- Click Save/Create to confirm. Click Cancel to close the panel.
Custom Workflow 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 Custom Workflow Step Label allows you to customize the name of this particular step so it more accurately represents this part of the process.