Routing and Conditions

Conditional routing, branching logic, dynamic approver assignment, and skip logic.

What is Routing?

Routing determines which stages a submission passes through based on data entered in the form. With conditional routing, you can build processes that behave differently depending on the request — for example, routing high-value purchases to a senior approver automatically.

Adding Conditions to a Connection

  1. In the Visual Builder, click the arrow connecting two stages.
  2. In the right panel, click Add Condition.
  3. Select a field, an operator (equals, greater than, contains, etc.), and a value.
  4. Chain multiple conditions with AND / OR logic.

Dynamic Approver Assignment

Instead of assigning a fixed user as approver, you can reference a People Picker field from the form. This means the submitter nominates their own manager or reviewer, and the routing engine uses that value at runtime.

Testing Conditions

Use the Test Mode button in the builder to simulate a submission with specific field values. The canvas highlights the path the submission would take.

Forms and Fields SLA Timers
Back to Building Processes