Splitting and joining an activity route

Most workflows require branching at various points as the result of a response made by a participant. You use a split to start the branching and a join to bring the work back into a single path at the end of all the true routes.

About this task

You can select AND to assign an AND-split, select OR to assign an OR-split, or select AUTO to assign the default NONE-split. When you validate the workflow, the system determines the appropriate split type for the AUTO-split based on the steps in the route. That is, the system determines if an AND-split, an OR-split, or a NONE-split is appropriate based on the entire workflow.
Remember: For each AND-split step, there must be one AND-join (collector) step. By default, each step has as an OR-join defined.

Procedure

To create splits and joins for step routes:

  1. Create and name the split step.
  2. Add one or more responses to the step.
    For example, assign Yes and No as responses for a step that has two alternate routes.
  3. Assign the type of split to the step: OR, AND, or AUTO.
  4. Add steps as needed.
    A branch can contain multiple steps. You must return from an AND-split with a collector step.
  5. Create a connector for the route from the split step to the next step.
  6. In the Connector Properties section, assign a name and responses for the route.
  7. Create and name a collector step for the route for each join.
  8. Assign the type of join for the collector step.
  9. Click Validate to validate the steps.
  10. Click Save to save the step changes for the case type.