Documentation for Workflows - Condition Branches

site/guide/model-inventory/manage-model-inventory-fields.qmd

@@ -89,7 +89,9 @@ Email
 : Text value in valid email (`user@domain.com`) format.
 
 User
-: Select list pre-populated with users from your User Directory.[^4] 
+: 
+- Select list pre-populated with users from your User Directory.[^4] 
+- Toggle [allow linking to multiple records]{.smallcaps} on to allow multi-selection of users.
 
 Calculation
 : Define a `formula(params)` function that automatically calculates and returns a value based on the params dictionary, which includes selected custom field keys retrieved from your other inventory model fields.

site/guide/model-workflows/set-up-model-workflows.qmd

@@ -143,25 +143,67 @@ Example
 
 ::::
 
+#### Condition Branch
+- Allows diverging paths based on conditional requirements.
+- A `default` branch will be automatically included as a catch-all `else` path to ensure that your conditional logic is complete.
+
+::: {.callout-important}
+Workflows cannot be saved until condition branches are connected to other steps.
+:::
+
+To configure a condition branch:
+
+1. On the Configure Condition Branch module, click **+ Add Branch**.
+2. Enter in the **[name]{.smallcaps}** and designate the **[conditions]{.smallcaps}**[^12] that apply to this path.
+3. Continue with steps 1 and 2 until your conditional branch logic is complete.
+
+    To remove a path, click **{{< fa ellipsis-vertical >}}** and select **{{< fa trash-can >}} Remove Path**.
+4. When you are finished setting up all your branch paths, click **Update Step** to save your step.
+
+    Proceed with linking the Condition Branch with your subsequent steps.[^13]
+
+For example, if you wanted your models where the field `GenAI Model` is set to `true` to undergo a special legal approval process:
+
+- First, you'd set up a Condition Branch path to look for instances where `GenAI Model` is set to `true`.
+- Then, you would add an Approval step[^14] that requests a review of the model from the User group `Legal Team`.
+- Finally, configure the `default` path to bypass this special approval. 
+
+:::: {.flex .flex-wrap .justify-around}
+
+::: {.w-50-ns}
+![CONDITION BRANCH step configuration with condition of GenAI Model = `true`](configure-condition-branch.png){fig-alt="A screenshot showing a CONDITION BRANCH step configuration with condition of GenAI Model = `true`" class="screenshot"}
+
+:::
+
+::: {.w-50-ns}
+![Legal team Approval step configuration](legal-team-approval.png){fig-alt="Screenshot showing the Legal team Approval step configuration" class="screenshot" width=80%}
+
+:::
+
+::::
+
+![Example Condition Branch where GenAI models require special approval from the User group Legal Team](example-condition-branch.png){fig-alt="A screenshot showing an example Condition Branch where GenAI models require special approval from the User group Legal Team" class="screenshot"}
+
 ### Add conditional requirements
 
-Conditional requirements can be configured for all three available step types:
+Conditional requirements can be configured for all four available step types:
 
 | Step type | Conditional options |
 |---:|---|
-| Status Change | Under **When these conditions are met**, you are able to set both `AND` and `OR` conditions. |
-| User Action | Under **Display action button when**, you are able to set both `AND` and `OR` conditions.  |
-| Approval | Under **Threshold**, you are able to set the minimum percentage of approvers required for the resource to be approved. |
+| Status Change | Under **[when these conditions are met]{.smallcaps}**, you are able to set both `AND` and `OR` conditions. |
+| User Action | Under **[display action button when]{.smallcaps}**, you are able to set both `AND` and `OR` conditions.  |
+| Approval | Under **[threshold]{.smallcaps}**, you are able to set the minimum percentage of approvers required for the resource to be approved. |
+| Condition Branch | Under each branch's **[conditions]{.smallcaps}**, you're able to designate the conditions that apply to that path. |
 : Step type conditional options {.hover tbl-colwidths="[20,80]"}
 
-For Status Change[^12] and User Action[^13] conditions, you're able to add a single independent **Rule** or a linked condition **Group**. These rules and groups can be nested if desired:
+For Status Change[^15], User Action[^16], and Condition Branch[^17] conditions, you're able to add a single independent **Rule** or a linked condition **Group**. These rules and groups can be nested if desired:
 
 - Click **{{< fa plus >}} Rule** to add an independent rule.
 - Click **{{< fa plus >}} Group** to add a linked group of rules that all must be true to qualify. 
 
 ## Link workflow together
 
-To initiate the beginning of your workflow:[^14]
+To initiate the beginning of your workflow:[^18]
 
 1. Locate the **Start** of your workflow.
 
@@ -182,9 +224,9 @@ To link subsequent steps together:
 #### Link approval steps
 Approval steps need to be subsequently linked to both a `Rejected` and an `Approved` Status Change step:
 
-1. First, configure an **Approval** step.[^15]
+1. First, configure an **Approval** step.[^19]
 
-2. Then, drag two **Status Change** steps onto the canvas:[^16]
+2. Then, drag two **Status Change** steps onto the canvas:[^20]
 
     - Assign a `Rejected` status to one in the **Set Document Status** field.
     - Assign an `Approved` status to the other in the **Set Document Status** field.
@@ -243,16 +285,23 @@ Approval steps need to be subsequently linked to both a `Rejected` and an `Appro
 
 [^11]: [Add conditional requirements](#add-conditional-requirements)
 
-[^12]: [Status Change](#status-change) steps
+[^12]: [Add conditional requirements](#add-conditional-requirements)
+
+[^13]: [Link steps together](#link-steps-together) 
+
+[^14]: [Approval](#approval) steps
 
-[^13]: [User Action](#user-action) steps
+[^15]: [Status Change](#status-change) steps
 
-[^14]: After you’ve [configured your workflow steps](#configure-workflow-steps), you can then link your workflow together.
+[^16]: [User Action](#user-action) steps
 
-[^15]: 
+[^17]: [Condition Branch](#condition-branch) steps
+
+[^18]: After you’ve [configured your workflow steps](#configure-workflow-steps), you can then link your workflow together.
+
+[^19]: 
 
     - [Configure workflow steps](#configure-workflow-steps)
     - [Approval](#approval) steps
 
-[^16]: [Status Change](#status-change) steps
-
+[^20]: [Status Change](#status-change) steps