Route Back Cards to Previous Stages | Online Help | Qntrl

Route Back Cards to Previous Stages

All organizations encounter instances where a card is halfway through a process when a major update takes place, requiring the card to be re-done all over again. In such instances, instead of creating a new card and abandoning the existing one, we’ve provided a unique solution to re-work on the existing card by moving it back to any desired stage.
 
Route Back allows users to backtrack a card to one of its previous stages and restart the blueprint execution. Route Back offers a default configuration rule that allows routing between all stages. Custom rules can also be created to override the default rules, where you can choose the stages between which the cards can route.
 
Info
Permission
All board admins can configure to route back cards while working on a blueprint.

How to configure Route Back

  1. Navigate to Boards, hover over any specific board in the left panel and click  to choose  Manage Board . (or)
  2. Navigate to  to select a board.  Learn more
  3. Select Step 2: Design Blueprint.
  4. Enable Route Back to Previous Stages in the right panel.
  5. The default rule, which allows routing between all stages, will be configured originally.
  6. Click Edit to update permissions or make comment fields mandatory.
  7. Switch to Custom Rule by clicking the radio button to configure your own custom rule. Learn in-detail about creating custom route back rules.
  8. Note that the default rule will be overwritten once a custom rule is configured. 

 

How to configure custom route back rule

Follow the above steps to navigate to the Custom Rule creation page.
  1. Navigate to a blueprint and click Edit in Route Back to Previous Stages.
  2. Select Custom Rule and click Add Rule.
  3. Fill in the field details:
    1. From Stage: Select the stages from which routing back can be initiated. Up to 10 stages can be selected here.
    2. To Stage: Select the stages to which the cards can be routed. Up to 10 stages can be selected here.
    3. Who can route: Select the users who can perform the routing actions.
  4. Tick the Make comments mandatory checkbox to mandate comments while routing cards.
  5. To add more rules, click on the Add Rule button at the top of the popup. Up to 10 rules can be configured here.
  6. Once all the rules are configured, click Save.
 
 

How to execute route back

  1. Navigate to a card where route back is enabled.
    1. Note that Route Back button will be displayed only if you have permission to perform the action.
    2. A card has to reach the configured From Stage in the routing rule for the Route Back button to be visible.
  2. Select a stage from the list to route.
  3. Add a supporting comment.
  4. Click Save and Route Back.
A timeline of all the stages is displayed on the right-side of the popup. Click Expand All checkbox to view a detailed view of the stage.



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