Knowledge Base - Smart Flows

Switch

The Switch flow block allows designers to add branches that flow into multiple paths. Designers are able to choose the paths taken based on the value of a given field. Which path is chosen depends on the value of a field.

Flow Block Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

Flow block customization buttons

You can further customize your flow block's parameters in several ways

  • Linked field icon'.png Users can use linked fields to map data from your data set(s).

  • User editable field icon.png Users can use edit fields to customize the flow block.

  • Delayed Output Icon.png Using delayed output settings to wait for signatures or file names of completed documents.

Example: Setting a flow behavior based on the Department field from a Data Set

  • If the Department field is Marketing, take path A.

  • If the Department field is Sales field, take path B.

  • If the Department field is Operations, take path C.

  • If the Department field is any other value, take the default path.

Example Switch Flow_876x273.png

Basic settings

Switch_FB_OV3.png

Index No.

Field name

Description

1

Field to Evaluate

Defines the flow block to monitor for the switch triggering value.

2

Cases

The value that has to match for the flow to branch into this path. You can add as many cases as you want by clicking the +. Select the X to remove a case.

3

Add/remove default case

The default case happens when none of the cases' values match the field's value. Select the button to toggle the existence of the default case lane.