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Form Routing

Form Routing in Coursedog's Curriculum Management platform dynamically answers the question for end users "What kind of form are you looking for?"

The feature ensures that end users are presented with (and thus submit) the correct form for their intended purposes by routing them through a series of questions. Best practice is to wait to configure Form Routing after all Form creation/configuration is complete. 

Form Routing can be found under "Settings"

By default, the Coursedog platform initiates Form Routing configuration with two pre-delivered forms for the most common proposal needs: "New Course" and "Edit Course". These are both set-up with a simple, direct route to a Form placeholder. Click on the "Option Outcome" boxes on the right to be presented with a drop-down to select the matching form you have created if your institution shares this simple and direct concept of minimal form needs. Note that, in order to be able to select a given form here, the form must be published. You can check whether a form is published by navigating to 'Forms' on the left nav and reviewing the 'Published' column in that dashboard. To learn more about form configuration and publishing forms, review this article.

However, if you require additional options (beyond New and Edit) or need to enhance and further specify form selection for these two types based on any variables and variability your institution has simply:

- Select "+Option"

- The box on the left should be used to enter "Option Text"

- The box on the right should be used to select the Next step in the routing process. Typically this is another, follow-up question or a the recommended Form to be used. 

- Select "+Outcome" in the box to determine the next step.

- You can add further questions or add the proper form the end user should be presented with given their previous answers. 

Additionally, Outcomes can be configured in the platform for specific user Roles. By default, all outcomes are shown to all user roles, but by simply unchecking the "Allow all user roles..." checkbox administrators can specify outcomes by role type.

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