Routing

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You can only add multiple routing sections to a step, however, if you add more than one set, you need to add conditions to each section to define when to show which routing options.

How can I use routing?

Imagine you've received personal information from a new supplier via a form you sent out.
After reviewing the information, you can quickly decide what to do next:

• If the data is correct and complete, you can smoothly move the supplier forward in the workflow.
• If the data is missing or incorrect, you can easily send the workflow back to the previous step to request the necessary updates.
• And if you suspect the supplier is engaging in fraudulent activities, you can swiftly flag and offboard them.

By using looping, branching, and customizing workflows, you can tailor the process to fit your specific requirements. Plus, you can connect routing with conditions, ensuring the field is shown only when it meets the specified criteria.

What can routing do?

Adding routing to your form creates a set of decision buttons. The buttons can trigger a selected action so that the selected decision-maker can do the following:

• Jump back to any previous step
• Jump to next steps
• Stop the workflow
• Continue the workflow

Routing buttons can be a part of a larger form or a stand-alone form field.

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You can show the routing buttons based on specific conditions, for example, when particular data is missing, and you need to review and decide on the next action.

Can I use multiple sets of routing buttons?

Yes! There is one caveat - you need to set conditions so that the sets show correctly and don't break the workflow. If you set conditions on each set, one set will show at a time or to specific group of users.

How does routing work in practice?

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If you use routing step data references, these are the options:

• Comment
• Return to step - returns a numerical value for the Directs to selection. Continue evaluates to -1 and Stop instance to -2. If you select a specific step, the ID of this step will be displayed.
• Action - returns the routing action selected by the user. For example: Complete (meaning the uswer selected the Continue quick action)

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You can use the Routing form field as an alternative to the Decision step.

Add tooltip to field

You can add extra information to help users provide the right input. The information will show when users hover over the info icon next to the field name.

Complete a form using API

You can update field data and complete a form using API. To see examples of the JSON body you need for each form field, see Completing steps.