Use this task when you want a person to move to another task based on some criteria. This task allows for parallel execution, meaning a person can continue in the current workflow, but also be moved to a separate process.
This task is also helpful if the person should skip to a future task or if they need to go back to a previous task in the same process.
Important: due to the nature of this task type, it is possible to design an infinite loop within the process. An infinite loop is where the person automatically moves to the same task repeatedly. If this happens, to stop the loop the person will immediately be moved to the "Done" status and a note will be added to the logs. Please be careful not to design an infinite loop.
The following configuration is available:
Name - the name of the task. This appears in the left hand task listing and wherever the task is shown (change logs and drop downs).
Description - a brief description for the task. This only appears in the left hand task listing.
Branch On - a dropdown field with the conditions available to branch on. Each selection will open additional options to be included to determine the branch.
Profile Fields - the built-in system fields of a profile
Custom Fields - the additional custom profile fields that exist in your database
Search Criteria - a query from the People Query Builder. This is used to determine which branch the person should go to. There are two possibilities available once you add the chosen query: Yes on the left which represents a match and the No on the right which means they were not in the results.
On each outcome, you can specify which workflow and/or task the person should go to based on the query results. If you choose a different workflow for the person to go to (with the Workflow task), then they will not automatically continue in the current workflow and will be immediately moved to the "Done" status before being added to the new workflow.
The unnamed node on the Conditional task will allow parallel execution, meaning you can continue someone in the current workflow even when the branch has them moving to another workflow.
If no task is chosen, as shown for "No" below, then the people who fall into that option from the Conditional task are Done in the workflow.
Once you are finished configuring the task, click on "Save" to finish adding it to the process.