Answer
Workflow routes control which question appears next as a user moves through a workflow. Routes connect questions together and define the normal path, any conditional paths, and when Stops or Interventions occur.
Without routes, a workflow cannot function.
When you configure a route in Editor, you will see these settings:
Type
Launch New Workflow
Escalation Type
By default, these are set to:
Type = Default
Launch New Workflow = None
Escalation Type = None
Steps
Understand the route types and options
Default route
Use a Default route for the standard path forward.
Make sure every question has exactly one Default route.
Use it when no special condition applies.
Rule route
Use a Rule route when the next step should depend on the user’s response.
Remember that any route beyond the single Default route must be a Rule route.
If you set Type = Rule, the Rule Builder appears.
In the Rule Builder, configure:
Rule Logic
Match
Any of These
All of These
User Input
the response options from the question that should trigger the route
Launch New Workflow
Use Launch New Workflow when the route should start a different workflow.
Select the workflow you want to launch from the route settings.
Make sure that workflow is already deployed to the same Group(s).
If it is not deployed to those Group(s), you may get a publish error.
Escalation Type
Use Escalation Type when the route should trigger:
None
Intervention
Stop
Remember that escalations are applied to the route, not the question.
Important Stop Work note
If you want a true Stop Work scenario, setting Escalation Type = Stop on the route is not enough by itself.
The route must end at a Stop Work node.
Add the Stop Work node from the Library and connect the route to it.
Understand 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 Rule route applies, the Default route is used.
Use routes intentionally
Use well-designed routes to keep workflows efficient and relevant.
Avoid route structures that block users, send them down the wrong path, or make the workflow confusing.
Helpful notes
Every question must have one and only one Default route.
Rule routes are what make workflows adaptive.
Launch New Workflow should only be used when the secondary workflow is available to the same target Group(s).
Stop and Intervention behavior is configured on the route.
If you want the workflow to actually stop, the route must go to a Stop Work node.
If you are ready to build or change routes, the next step is configuring rule-based routes.