Decision Step (Conditional Logic) in Workflow Templates

The Decision step adds conditional branching to the workflow, automatically routing documents down different paths based on rules defined by the user. 

Each Decision step contains one or more named routes (the condition-based paths) and an Else branch (the fallback path when no route condition is met). 

This enables the users to create flexible, condition-based routes that adapt workflow execution based on document attributes and metadata.

Add Decision Step in Workflow Template

• Select Decision from the Add Step pop up.
  
• The system automatically creates a framework consisting of Route 1 as the first conditional branch and a mandatory Else branch. It opens the Decision panel on the right side of the workflow builder. By default the user will see two items already created as Route 1 and the Else branch.  
  • Enter the Step name and Description (Optional). Click on Allow edits checkboxes to allow edits. Users can click on Add route to continue adding routes.
    
• To set up the specific routing rules, click either Route 1 of the workflow builder or the Route 1 card on the side panel to set up the routing rules and define conditions using standard file metadata or existing document metadata.
  
• The dialog opens with a Route name field and a Route setup section where the users can define the conditions.
  • Enter a unique and descriptive title in the Route name field to easily identify this path on the workflow builder.
  • Navigate to the Route setup section and use the first dropdown menu to select the desired metadata or file attribute, such as File size.
    
    • Select the appropriate comparison operator from the required relational dropdown menu next to the selected attribute.
    • Enter the target criteria value in the open text field and select a corresponding unit, such as MB, from the final dropdown menu if applicable.
    • Click the + Add AND condition button to continue adding more conditions
    • Click the trash can icon located at the far right of the condition line to delete any unwanted rule.
    • Click the Save button in the bottom right corner to save the routing rules and return to the main workflow builder.
      
  • Click + Add route button on the side panel to add additional routes.
    
  • To set up the Else branch, locate the Else configuration section in the side panel. Click the dropdown menu underneath the label If none of the conditions above met, then to view your fallback options:
    • Choose Execute another step (default) for the workflow to continue down an alternative path where users can add any type of the step.
    • Choose Finish workflow execution for the workflow to complete the execution when no custom route rules are satisfied.
      

Delete the Decision Step

To delete the step, click on the three-dots icon -> Delete either on the right side panel or within the decision step in the graphic builder.