Conditionally Routing Phases
Updated on Aug 16, 2019
For many Apps you’ll define Phases, which represent different stages in the App’s overall workflow. For example, for a contract approval App, you might create one stage for each step in a contract’s overall review and approval process. Perhaps those stages would be: Pending, Approved by Legal, Approved by Finance, Complete.
Some Apps simply need unconditional Phase routing. That is, all Records always go through the same Phases no matter what. For most Apps, however, this approach is too simple, and you’ll instead need conditional Phase routing.
For instance, perhaps your company only requires a particular department’s approval when an amount Field is over a certain number. To accommodate this, you can define conditional logic that will only allow a Record to be routed through a particular Phase when necessary.
In this tutorial, we’ll explain how to set up conditional Phase routing.