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How do I configure rule-based workflow routes?

Control how users move through a workflow based on their responses.

Written by Lauren Baird

Answer

Use rule-based routes when users should move to different questions based on how they answer. This is how you show follow-up questions only when needed, skip irrelevant sections, or trigger Stops and Interventions.

Each question must have exactly one Default route. Any additional paths from that same question must be configured as Rule routes.


Steps

Add or edit the route

  1. Open the workflow in Editor.

  2. Find the question you want to route from.

  3. If the route already exists, select it.

  4. If you need a new route, drag from the end connector on the right side of the question to the start connector on the next question.

  5. Select the route line to open its settings.

  6. Set Route Type to Rule.

Configure the rule logic

  1. Choose the rule option that matches the question type:

    • Match for one exact value

    • Any of These when any selected option should trigger the route

    • All of These when all selected options must be present

  2. Save the rule.

Set escalation behavior if needed

  1. In the same route settings, choose the Escalation Type:

    • None

    • Intervention

    • Stop

  2. Save the route.

Test the route

  1. Test the Default path.

  2. Test each Rule path.

  3. Test any Stop or Intervention behavior before publishing to production.

Helpful notes

  • Use Match most often for Yes / No and other single-select answers.

  • Use Any of These most often for checklist or multi-select questions.

  • Use All of These only when every listed option must be selected to trigger the route.

  • If the routing condition is too complex for these options, use JSON logic instead.

  • Common mistakes are:

    • creating more than one Default route from the same question

    • forgetting to test every rule path

    • using complex logic where a simple rule would work


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