In this article, we will review:

• What is a routing question 
• How to see what routing questions are currently on an approval route 
• How to add/edit routing questions 
• Limitations on routing questions

Note: Only Owners and Form Admins who have Form Creators roles can update routing questions.

What is a routing question 

A routing question is used to skip steps within an approval route. Typically on routed forms, responses need to go through all the steps in order to be completed. With routing questions, you can skip the steps that aren't always necessary, or even complete the form before reaching the final step.

Some examples of routing questions: 

• Allow site forms to skip site secretary approval and go straight to principals by asking if the initiator is a site secretary.
• Allow expense reports to skip special funding approval by asking if the expense uses special funding. 

How to see what routing questions are currently on an approval route 

1. Click on the folder for a form.
2. Click on the  View Route
   
    
3. From here, you can see if a step has a routing question.
4. Click on the step, and then Routing Question.

How to add/edit a routing question 

Owners and Form Admins who have Form Creators roles can update routing questions. A Form Creator Level 1 can only add/edit questions on forms that are being tested, while Form Creator Level 2 can update question on forms that are active as well. 

To add a routing question: 

1. Click on the folder for a form
2. Navigate to the Approvers/CC page.
3. On the step card, click on Routing Question
   
4. If the step does not have a routing question, you'll be able to add routing questions provided the form does not use any special settings that prevents routing questions from being used (more info here). Click on Add Question. 
   
5. Add in the question and answers. For each answer, you can select which step the responses routes to, or complete the response if no more approvals are needed. Click Save to add the routing question. 
6. If the step already has a routing question, you'll be able to edit the question or delete it. To edit the question, click on pencil icon. To delete the question, click on the trash can icon.

Limitations on Routing Questions

If your form is using the following special features, then there will be limitations on how the routing  questions can be used:

• Bulk approval - Routing questions can not be on steps that have bulk approval enabled. 
• Form Creator Access - If you are not a form creator or enabled as a Level 1 form creator the option to add routing questions is restricted. Reach out to our team or a district Form/People admin for further assistance. 
• Advanced Features - Routing questions can not be added or routed to steps using advanced features. 
  • Dispatcher Routing - This is enabled by Informed K12 and may limit the usage of routing questions. Reach out to our team for assistance or updates if needed for processes using this option. 
  • Prior Approver Steps - If your route utilizes prior approver steps a routing question can not skip a step that is used to designate an approver later in your route. 

If you have any questions on whether a step can have a routing question, please contact Support.