Wizard Branching Guide

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Overview

• Skip benefits selection for part-time employees
• Show additional questions for international applicants
• Route to different review steps based on request type

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Creating a Branch Step

1. In the Wizard Builder, click Add Step
2. Select Branch as the step type
3. Configure the branching conditions

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Anatomy of a Branch

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Configuring Conditions

1. Field - The form field to evaluate
2. Operator - The comparison type
3. Value - What to compare against (if applicable)

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Available Operators

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Operator Availability by Field Type

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Multiple Conditions

1. Click Add Condition
2. Configure each condition
3. Conditions are evaluated in order
4. The first matching condition determines the path

Condition 1: IF employment_type = "full_time" → Benefits Step
Condition 2: IF employment_type = "part_time" → Summary Step
Default: → Exit Interview Step

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Setting the Default Target

1. Select a step from the Default Target dropdown
2. This is the “fallback” path
3. Always test your default path

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Validation & Warnings

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Errors (Must Fix)

• ❌ Missing default target - Every branch needs a fallback
• ❌ Non-existent target - Target step doesn’t exist
• ❌ Self-referencing - Branch points to itself (infinite loop)
• ❌ Cycle detected - A → B → A (infinite loop)

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Warnings

• ⚠️ Unreachable step - A step that no path leads to
• ⚠️ Missing field - Condition references field not in previous steps

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Branch Execution

1. Conditions are evaluated in order
2. First matching condition’s target is used
3. If no match, default target is used
4. User is automatically navigated to the target step

Note: Branch steps are invisible to users—they’re evaluated instantly.

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Best Practices

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Keep It Simple

• Limit branching depth to 2-3 levels
• Use clear, descriptive step names
• Document complex logic in step descriptions

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Test All Paths

1. Use the Preview mode with test data
2. Walk through each possible path
3. Verify the review step shows correct data

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Handle Edge Cases

• Always set a sensible default
• Consider what happens with empty values
• Test with unexpected inputs

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Example: Employee Onboarding

Step 1: Personal Information
  - First Name, Last Name, Email

Step 2: Employment Type
  - Type: [Full-time, Part-time, Contractor]

Step 3: Employment Branch
  - IF type = "full_time" → Benefits Step
  - IF type = "part_time" → Equipment Step
  - DEFAULT → Contractor Agreement Step

Step 4a: Benefits Selection (full-time only)
  - Health plan, 401k, PTO

Step 4b: Equipment Request (part-time only)
  - Laptop, Badge access

Step 4c: Contractor Agreement
  - Contract terms

Step 5: Review & Submit

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Troubleshooting

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Branch Not Working as Expected

1. Check condition order (first match wins)
2. Verify field names match exactly
3. Check for typos in comparison values
4. Use the Path Validator tool

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Unreachable Step Warning

1. Add a condition that targets the step
2. Set it as the default target
3. Or remove the orphaned step

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Cycle Detected Error

1. Review all branch configurations
2. Ensure no step eventually leads back to itself
3. Use the visual path diagram to trace routes

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Related Documentation

• Wizard Analytics Guide
• Wizard AI Generation Guide
• Wizard Builder Documentation