The Decision element in a workflow allows the system to choose between different paths based on specific conditions. It allows you to define criteria that determine the flow of the workflow, directing it along different paths depending on the conditions met.
Use case example:In an insurance claim workflow, the Decision element directs the claim based on the type of coverage. If the claim is related to vehicle damage, it is routed to the auto insurance team. If it's a health-related claim, it is directed to the health insurance department. This ensures that each claim is automatically sent to the correct team, improving the efficiency of claim handling.
Upon creating a workflow and uploading/creating a new document, a Signer step will be added to the workflow diagram automatically. To add the Decision step, click on + button and select the corresponding option.
Once added, a branch will be added automatically and the setup page will be opened.
Branches is a tool that gives the ability to direct the workflow into needed direction, depending on the set and executed conditions.
The minimum number of branches is 2, however you can add more by selecting + Add branch option.
For clear navigation through the workflow diagram, you can rename each branch.
Note: Keep in mind that the first branch is the most important. So the package will go through the first one if:
no conditions were set;
if conditions in several branches are met, the workflow will go through the one that is placed higher.
To proceed with the conditions configurations, click Set conditions.
Learn more about conditions settings, check this article.
By clicking on the three dot menu, you can proceed with:
Branch duplicating. In this case, all the settings will be the same as in the initial branch;
Branch deletion.
The symbol below indicates the beginning of the branch.
The one indicates the ending of the branch.
The elements that are available in the workflow diagram can also be added to the branch as well. To do that, click on the “+“ sign and select the needed one from the list
Learn more about the diagram elements in this section of the Support portal.
The Finish option is available with the Decision option only. By selecting the corresponding option you can decide whether the process should be completed on the corresponding branch.
To delete the Decision step, hover over the symbol indicating the beginning of the branch, click the three dots menu and select the Delete option.
