A Conditional Workflow in Quixy helps you route your process based on specific conditions or rules.
- In simple terms, it means “if this happens, do that.”
The workflow automatically decides which path to follow depending on the data entered in the form or the conditions you define. This approach ensures that only the right people or departments are involved, based on the type of request or action made.
Note
Use a Conditional Workflow when the process outcome depends on specific business rules or conditions.
Example: In a purchase order process —
- If the Purchase Amount is greater than $50,000, the request is routed to the CFO for approval.
- If the Purchase Amount is $50,000 or below, it goes to the Manager for approval.
This approach automates decision-making, eliminates manual routing, and ensures compliance with organizational approval hierarchies.
¶ 1. Configuration of Conditional Workflow
- Go to the Workflow Builder in your application.
- The first step (usually the Form Submission) appears by default.
- Click on the Step Action button and select Conditional Workflow.
- Add steps that should execute based on specific conditions.
- Define the conditions or rules for each branch — for example, If Purchase Amount > $50,000 → CFO Approval; otherwise → Manager Approval.
- The new steps link from the previous one, creating separate conditional paths.
- Assign clear names to each step (e.g., Manager Approval, CFO Approval).
- Assign roles or teams to each conditional step based on responsibility.
- Rename the Step Action buttons with respective actions — such as Approve, Reject, or Send Back.
- Customize each step’s properties and logic as needed.
→ Learn more about Workflow- Step Properties
→ Learn more about Workflow- Step Action Properties - Once all conditions and branches are configured, terminate the flow by linking them back to a closing step.
- Save the flow to complete the configuration.