Conditional Routing Workflow

Workflow 

Workflow allows you to configure how and where the form should be routed when there are multiple participants. 

Conditional Routing Workflow

Rules can be applied to the Workflow to specify conditions that must be met to determine where the form should be routed to. 

To access the Form’s Workflow, first enable Multiple Participants, then under the Participants tab, set the Choose your form Workflow type to Conditional Routing. The Workflow menu will then be displayed, as seen below circled in green. 

Configuring your Workflow

<insert Workflow configuration sets>

NextGen Dynamic Forms Online Help has a few videos that shows the steps necessary to configure a Form’s Workflow. 

• Workflow Builder
• Workflows Supported

Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu