Primary Role: Workflow Manager
Learning Focus: Apply
Where: Workflow Editor
What Rule-Based Routes Are
Rule-based routes let you send users down different paths in a workflow depending on how they answer a question.
They are commonly used to:
Ask follow-up questions only when needed
Trigger Stops or Interventions
Skip irrelevant sections
🧭 Before You Start
You must already have the questions in place
Each question must have exactly one Default route
Any additional routes from the same question must be Rule routes
🔑 Rule: Every question needs one Default route.
Rule routes are evaluated only if their conditions are met.
🛠️ How to Add a Rule-Based Route
Open your workflow Draft or Published workflow
Locate the question you want to route from
If editing an existing route, select the Route
If creating a new Route:
Click and drag from the end connector (right side) of the question
Drop the route onto the start connector (left side) of the next question
Click the route line to open its settings
Set Route Type to Rule
🛠️ Configure the Rule Logic
When configuring a Rule route, choose the logic that matches your question type.
Match
Use when the answer must exactly match one value
Common for Yes/No or single-select questions
Any of These
Use when any selected option should trigger the route
Common for checklist or multi-select questions
All of These
Use when all selected options must be present
Used less often; only for specific scenarios
For complex condition see Advanced Workflow Logic (JSON Rules Reference)
🛑 Escalation Options (Optional)
While configuring a route, you can also set an Escalation Type:
None – Standard routing
Intervention – Flags the workflow for follow-up
Stop – Triggers a stop-work condition
Use escalations intentionally and test them carefully.
⚠️ Common Mistakes to Avoid
Creating multiple Default routes from one question
Forgetting to test all rule paths
Using complex logic where a simple rule would work
If routing feels confusing, simplify first.
Test Your Rule-Based Routes
Always test:
The Default path
Each Rule path
Any Stop or Intervention behavior
→ See How to Test a Workflow
🔑 Key Takeaways
Rule-based routes control conditional workflow flow
Every question needs one Default route
Rule routes should be simple and intentional
Always test in Demonstration (UAT) before Production