Help > Fluix Tasks > Feature Tutorials > Conditional Routing to automate a business process 

Conditional Routing to automate a business process 

What is conditional routing?

Conditional routing functionality allows you to automate decision-making throughout the business process – based on the values entered in form fields by the field workers. 

Example use cases

Conditional routing in Fluix routes completed forms to different emails, cloud storage and a CRM, or returns a task for another round of approval, and many other scenarios. Below we collected a couple examples for your convenience. 

How to set up conditional routing in the business process?

Let’s examine a real-life safety injury reporting case as an example of utilizing conditional routing in Fluix workflows. An employee is injured on the job, and the supervisor must submit an injury report to the Safety Director.

Step 1 – Create the first task and a form. Navigate to the Fluix admin portal, create a new workflow, and configure the first task for Supervisors who will fill out a safety incident report.

Step 2 – Configure the Conditional routing. Drag and drop the Conditional routing element to the workflow chart and connect it with the Supervisors’ task using an arrow. By default, the Conditional Routing element has two conditions: Condition 1 and Else. You may rename them as needed for more clarity. You can also add more conditions if needed (check the details in Step 3 below).

Click on the condition and configure it. In our example, the report will go down this branch of the workflow only if the site Supervisor enters Yes or Yes—Fatality into the hospitalization required field.

To select the field in a form, click on the configuration icon to open a dynamic values configurator. Here is what the preview of the configured condition looks like:

Besides IS the list includes other options:

Step 3 Decide on actions when the condition is met and not met. 

In this example, when the condition is met – we chose submit action Send by Email, therefore, the report will be emailed to the Safety Director.

When the condition is not met, the form will go down the second branch of the conditional routing – in our scenario, the report will be uploaded to another folder on the cloud storage for record purposes. 

In fact, you may add as many conditions as needed. Drag and drop a task or submit action and connect it with the Conditional Routing element by stretching an arrow from the latter.

Step 4—Save changes and proceed to testing. To try the setup, add yourself to the Group of Supervisors in the workflow, open the app on an iOS or Android device or a web-based User app, and complete the task.

Benefits of Conditional Routing 

Conditional Routing is a powerful tool for streamlining documents, tasks, and workflows. Creating automated branching based on conditional inputs can help you bring the expected logic to a business process of any complexity.

Feel free to contact us at support@fluix.io if you have any questions about the setup.

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