Creating Templates That Use Conditions

Workflow Manager 6.5

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. 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 Conditional Display of Data Groups, Data Elements, or Workflow Steps