Guided Navigation
Purpose: Guided Navigation is a nonlinear process that gathers and evaluates data (everything known about a case) to determine the next appropriate action to take. It can help administrators build processes with more complex conditions than our branch logic features.
Supported Modules: Currently only supported in the Case/Matter module.
Status: Available on all sites.
Cost: No additional cost.
Requirements: Your user role must have the "Edit Guided Navigation" permission (unchecked by default).
Related Tools: ReferralHUB (also uses the expressions editor); Branch Logic (also used to surface specific fields based on responses to other fields, although in a more limited fashion); Guided Navigation API calls.