Routing Rule

A routing rule is a condition that determines which workflow (or which approver within a workflow) a document goes to, based on its properties.

Examples:

• By classification: Documents classified as “Invoice” trigger the Invoice Approval workflow
• By extracted value: Invoices under KES 100,000 go to Line Manager; over KES 100,000 go to CFO
• By origin: Documents from the inbox@ channel for invoices route differently than those uploaded directly
• By tag: Documents tagged urgent skip routine queue and go directly to senior approver
• By department: Documents in the HR folder route through HR workflows, not Procurement

Routing rules live in the workflow designer. They support boolean logic (AND/OR/NOT) and can reference any document metadata, custom field, or system property.

Good routing reduces manual triage and ensures consistency. Bad routing creates dead-ends — documents stuck because no rule matched and no fallback was configured.

See also

• Workflow
• Approval
• Building an Approval Workflow That Actually Works