Primary Role: Workflow Manager
Learning Focus: Learn
Where: Workflow Editor
What Workflow Routes Are
Workflow routes determine which question appears next as a user moves through a workflow.
Routes connect questions together and define:
The normal flow of the workflow
When users are sent down alternate paths
When Stops or Interventions occur
Without routes, a workflow cannot function.
The Three Types of Routes
🔵 Default Routes
The standard path forward.
Every question must have exactly one Default route
Used when no special condition applies
Ensures users can always move forward
🔑 Every question needs one—and only one—Default route.
⚫ Rule-Based Routes
Conditional paths based on user responses.
Evaluated before the Default route
Only used when their conditions are met
Any additional routes beyond the Default must be Rule routes
Rule routes allow workflows to adapt to real-world scenarios.
🛑 Escalation Routes (Stops & Interventions)
Special routes that flag or halt work.
Intervention: Signals follow-up is required
Stop: Triggers a Stop-Work
Escalations are applied to a route, not a question.
How Routes Are Evaluated
When a user answers a question:
The workflow checks Rule routes first
If a rule condition is met, that path is followed
If no rules apply, the Default route is used
This ensures predictable and safe workflow behavior.
Why Routes Matter
Well-designed routes:
Keep workflows efficient
Show only relevant questions
Reduce user fatigue
Support accurate Stops and Interventions
Poorly designed routes can:
Block users
Send them down the wrong path
Create confusing or incomplete workflows
Where to Go Next
If you’re ready to start building or changing routes:
Key Takeaways
Routes define how users move through a workflow
Every question must have one Default route
Rule routes handle conditional paths
Escalations are applied through routes