User Manual


Workflow decision

A Decision temporarily splits a workflow into two separate paths. When a person reaches a Decision, they continue down the Yes path if they meet the criteria in the decision. Otherwise, the person will go down the No path. 

To add a Decision to a Workflow:

  1. Click the + icon where you want the decision to be placed in the workflow

  2. Select Decision

  3. Configure the criteria to be met to allow a person to go down the Yes path

  4. Click Update Decision

Once you’ve created a Decision, add other Workflow nodes under the Yes and No paths as needed.