Specify route properties

About this task

For each route, you specify a name and indicate whether the route is "always true" or has conditions.

Before you can specify route conditions, any responses you will use must be defined in the origin step, and any fields (data fields, attachments, workflow groups) you will use in the condition must be defined in the workflow properties.

You can create an expression that uses both responses and fields.

To specify route properties:
  1. If necessary, select the route on the workflow map to display the Route Properties pane.
  2. In the Properties pane, replace the default route name with a meaningful name.
  3. Under Conditional Routing, do one of the following to specify the condition for this route:
    • To specify that the workflow should always take this route, select Always true.
    • To specify a condition for this route, select Condition, then select either the Responses tab or the Fields tab to specify the condition for this route.

      Responses: In the Response field, select the response for this route, and specify how this response will be evaluated if the step will be processed by multiple participants.

      Fields: If routing is determined by an expression using fields, enter the expression for the route.