The New Routing Steps Experience introduces updated tools and options for configuring and managing application routing. These FAQs address common questions about the new experience, and what to expect when converting existing routing configurations.
New Routing Step Experience Overview
Q: What happened to Routing Step Types in the new experience?
The new Routing Steps experience no longer uses a separate “Step Type” selection. Instead, administrators choose between Review and Return for Revisions. The Review option can be customized by combining different question types to create the desired review form.
Q: Can I still use the legacy Routing Steps experience?
Yes. Administrators can switch back to the legacy experience. If Routing Steps have already been configured, a warning will appear asking the administrator to confirm the change.
Q: What happens to my existing Routing Steps when I switch to the new experience?
When you choose the new Routing Steps experience, the platform will migrate your existing legacy Routing Steps to match their original configuration.
Q: What happens if I switch back to the Legacy Routing Steps experience after configuring a new Routing Step?
If you switch from the new Routing Steps experience back to the Legacy experience, the configuration you created in the new experience will be removed. You will need to recreate the Routing Step configuration using the Legacy experience.
Q: Can I switch back and forth between the new and Legacy experiences without losing my configuration?
No. Do not switch back to the Legacy experience after configuring Routing Steps in the new experience unless you are prepared to recreate that configuration. The new Routing Step configuration will be removed when you return to the Legacy experience.
Q: Will my existing legacy Routing Steps automatically look the same in the new experience?
Not necessarily. Some legacy step types have been replaced by new tools or configurations. For example, Approve/Do Not Approve is now handled through the Approval tool, while Ratings are handled through Rating Scale questions.
Q: Will the converted step have the same instructions and questions as my legacy step?
The system migrates the legacy step to match its original configuration. However, administrators should verify the instructions, questions, and settings after conversion to ensure the migrated step reflects the intended configuration.
Q: Will my existing Routing Steps be recreated automatically?
Yes. The system will migrate the legacy steps to the new experience based on their existing configuration. However, administrators should still review the converted steps to confirm that everything is configured as intended.
Q. Do I need to rebuild my existing Routing Steps?
No. Existing legacy Routing Steps are migrated when you choose the new experience. Administrators should review the migrated configuration rather than rebuilding each step from scratch.
Q. Should I review my Routing Steps after conversion?
Yes. It is recommended that administrators review each converted Routing Step before assigning reviewers. Pay particular attention to the instructions, questions, and settings.
Q. When should I assign reviewers to my converted Routing Steps?
Review and confirm the configuration of the converted steps before assigning reviewers. This gives you an opportunity to correct any configuration that does not match your intended review process before reviewers receive access.
Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.