You will need to be a workflow manager of the workflow, or have the Full Write Workflows permission, to add or edit this task. The permission must reach at least one of the workflow's campuses.
Use this task to move a person to another task based on some criteria. It allows parallel execution, so a person can continue in the current workflow and also be moved to a separate process.
This task also helps when a person should skip ahead to a later task or go back to an earlier task in the same process.
Warning: With this task type, it is possible to design an infinite loop, where a person keeps moving to the same task. If this happens, the person is moved straight to Done to stop the loop, and a note is added to the logs. Take care not to design an infinite loop.
The following settings are available:
Name - the name of the task. It appears in the left-hand task listing and wherever the task is shown (change logs and drop-downs).
Description - a brief description of the task. It only appears in the left-hand task listing.
Branch On - a drop-down of the conditions you can branch on. Each choice opens more options that decide the branch.
Profile Fields - the built-in system fields of a profile.
Custom Fields - the additional custom profile fields in your database.
Search Criteria - a query from the People Query Builder, used to decide which branch the person goes to. Once you add the query, there are two outcomes: Yes on the left, meaning a match, and No on the right, meaning the person was not in the results.
For each outcome, you can choose which workflow or task the person goes to. If you send them to a different workflow (with the Workflow task), they do not continue in the current workflow automatically. They are moved to Done before being added to the new workflow.
The unnamed node on the Conditional task allows parallel execution, so you can keep someone in the current workflow even when the branch also moves them to another workflow.
If no task is chosen for an outcome, as shown for No below, people who fall into that outcome are Done in the workflow.
When you finish setting up the task, click Save to add it to the process.