Creating Templates That Use Conditions

Workflow Manager 2013 R2

When creating a workflow template, there may be workflow phases which you only want to display if your consumers provide you with certain pieces of information. For instance, you may want to run a consumer approval step only if your consumer tells you that they want to be notified when a particular job is completed. Conditionally displaying specific workflow phases based upon user input is referred to as workflow branching.

You can also choose to automatically roll a workflow back to specific workflow step based if a specific answer is provided to a question.

Data groups, elements, and workflow steps may also be displayed conditionally, depending on a consumer or administrator’s input.

Setting Up Conditional Branching of Workflow Phases
Setting Up Conditions to Perform Automatic Rollback to a Workflow Step
Setting Up Conditional Display of Data Groups, Data Elements, or Workflow Steps