Primary Role: Workflow Manager
Learning Focus: Learn
Where: Workflow Editor
🎯 Why This Matters
Understanding the basic parts of a workflow makes it easier to design, edit, and troubleshoot workflows without breaking flow or usability.
🧩 The Core Building Blocks
Every workflow is made up of four main components:
📝 1. Questions
Questions are the core content of the workflow.
They define:
What information is collected
How users respond (yes/no, text, checklist, photos, etc.)
Questions can:
Capture data
Trigger routing logic
Drive Stops or Interventions
🔀 2. Routes
Routes define how users move from one question to the next.
There are two main types:
Default routes – the standard path forward
Rule-based routes – conditional paths based on responses
Every question must have one Default route.
🟢 3. Nodes
Nodes are special points in the workflow that control start, end, and post-completion behavior.
Common nodes include:
Start Node – where the workflow begins
End Node – completes the workflow
Notes Node – enables Notes after completion
Back to Dashboard Node (optional) – returns users to the app while keeping the workflow open
Nodes shape how and when the workflow begins, ends, and is reviewed.
🗂️ 4. Workflow Sections (Categories)
Workflow sections (categories) group questions into logical sections.
They:
Help users understand where they are in the workflow
Appear as breadcrumbs during completion
Organize the completed workflow and print view
Sections affect usability and review, not routing or reporting.
How These Pieces Work Together
Questions collect information
Routes control flow
Nodes manage start, end, and notes
Sections organize the experience
All four work together to create a workflow that is usable, testable, and reviewable.