Rule-based routes control how users move through a workflow based on their responses. They allow you to show follow-up questions only when needed, skip irrelevant sections, or trigger Stops and Interventions.
Each question must have exactly one Default route, and any additional routes must be configured as Rule routes.
Answer
Workflow Managers configure Rule-based routes in the Workflow Editor by creating or editing routes and setting the Route Type to Rule, then defining the appropriate logic.
Steps
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
Additional Details
Job Role: Workflow Manager | Permission Level: Admin (ANVL Manager) + ANVL TECH (ANVL Workflows) | Special Rights: Workflow Management (Edit)