This feature switches which step displays next based on answers to questions set within a step. You can build different flows into your SOP, such as "return to inspection step if a defect is found" or "skip work that doesn't apply" depending on the answer.

Branching is available on Pro plan and higher. Edit branching rules from a PC browser.

Note: SOPs containing branching do not support MP4 export.

What is branching?

A mechanism that switches which step you proceed to next based on the answer to a question placed in each step. Adding questions and capturing answers is the same as step-level questions, but this feature's role is to set the destination for each answer as branching rules.

The five question types that can be evaluated for branching are:

• Yes/No
• Multiple choice
• Multiple selection
• Text input
• Numeric input

Questions with branching enabled are "route judgment," not "correct answer quiz"

Questions with branching enabled are treated as route judgment that determines which step to proceed to next. Viewing behavior is as follows (different from regular questions):

• Proceed even with incorrect answers: You proceed directly to the branching destination corresponding to the answer you selected. No "incorrect" alert or toast is displayed
• No correct/incorrect marks: In the question modal and table of contents, it's expressed as "answered" rather than a correct/incorrect mark
• Asked every time even if answered: When you go through that step again, it's asked every time (to re-evaluate the route on revisit)

Use regular questions (branching off) to "stop and teach when correct/incorrect," and use branching on to "switch flow based on the answer."

Setup method

After adding a question to the step you want to branch, operate the "Branch" section displayed in the question card.

Enable branching

1. Open the step you want to branch and add a question
2. In the "Branch" section of the question card, switch the toggle to "Use"
3. The UI for setting branching destinations expands below

When you change branching back to "Don't use," the configured settings are retained. When you switch back to "Use," the previous settings are restored as-is. In the "Don't use" state, the question is displayed but no branching occurs, and you proceed to the next step normally.

You can also open the editing screen from "Other."

Check which steps have branching while editing

In the SOP editing screen, the presence or absence of branching is displayed in the following locations so you can see at a glance which steps have branching configured:

• Question badge on step card: Steps with branching configured display "Question type name (Branching)" (example: Multiple choice (Branching))
• Group card: The number of questions in that group is noted as "Questions: N (Branching M)"
• Question editor heading: Even when collapsed, the heading has the "(Branching)" suffix
• "Configure branching" button: When branching is already configured, a "Configured" tag is displayed on the right

You don't need to open the question editor one by one to check which steps have branching.

Branching destination when not specified or none applies

For Yes/No and multiple choice, always specify "When not specified." For multiple selection, text input, and numeric input, always specify "Otherwise." These become the destinations for answers that don't match any other conditions.

Branching from steps without questions

Even from steps without questions, you can set branching that jumps to a specific step using the branching editor (flow diagram). Use this when you want to switch flow starting from a step with no questions, such as video steps.

1. From the "Other" menu in the top right of the SOP editing screen, open "Edit branching"
2. Click on the step you want to be the branching origin in the flow diagram to select it
3. In the "Branching settings" on the right, select "Jump to a specific step" and specify the destination step

This is convenient for operations like "jump to model-specific chapters" or "after viewing this, proceed to advanced content."

Setup by question type

Yes/No and multiple choice

Specify 1-to-1 for each option: "if this answer, proceed to which step."

1. Open the branching destination dropdown next to "Yes," "No," or each option
2. Select the step you want to proceed to
3. Set the branching destination in "When not specified" for cases that don't match any option

Multiple selection

Since answers can be multiple, use condition rules for judgment.

1. Click "Add branching rule"
2. Choose a condition
   • "contains": any of the specified options are selected
   • "contains all": all specified options are selected
   • "does not contain": none of the specified options are selected
3. Specify the target options to evaluate
4. Select the branching destination when the condition is met
5. Set the branching destination in "Otherwise" for cases that don't match any rule

Text input

Evaluate the entered text by condition.

1. Click "Add branching rule"
2. Choose a condition
   • "exactly matches": entered text matches the specified string exactly
   • "contains": the specified string is contained in the input text
3. Enter the string to evaluate. If you don't want to distinguish uppercase from lowercase, check "Ignore case"
4. Select the branching destination when the condition is met
5. Set "Otherwise"

Numeric input

Evaluate the entered number by condition. When you select "Range" for the numeric type, the "Match question settings" checkbox is ON by default, and the normal range (Pass/fail judgment) or correct range specified on the question side is used directly as the branching condition (if the range on the question side changes, the branching condition automatically follows). If you want to enter a range manually, uncheck the box. If the range is not set on the question side, a warning "No range in question settings" appears, so set the range on the question side first or switch to manual input.

1. Click "Add branching rule"
2. Choose a condition type
   • "Compare": compare with a value using < / ≤ / = / ≥ / > operators
   • "Range": determine if it falls within a half-open interval min ≤ x < max (minimum included, maximum not included)
3. Enter the comparison value or the minimum and maximum of the range
4. Select the branching destination when the condition is met
5. Set "Otherwise"

About rule order

Rules are evaluated from top to bottom, and you proceed to the branching destination of the first match. You can sort rules up and down using the arrows on the right side of each rule. Put exception conditions on top and broader conditions below for the intended branching.

Types of branching destinations

The branching destination dropdown shows these three types:

• To next step: proceed to the step that follows next in the SOP (normal flow)
• Complete (END): end the SOP there
• Any step: specify and jump to any step in the SOP

Caution when using correct answer settings and branching ON together

If a question with branching ON also has a "Correct" answer set, the editor displays "Branching is ON, so correct/incorrect judgment is ignored (proceeds to branching destination based on answer)."

• During viewing, the branching destination takes priority, and no screen stops or forced retries due to correct/incorrect occur
• The record of correct/incorrect answers is still retained internally, so it doesn't affect aggregations in the Usage Report and other reports
• This is guidance to avoid confusion: "I thought I set branching but it's also working as a correct answer quiz"

Confirm operation

After configuring branching, you can verify actual operation from the preview in the editing screen. Switch answers and confirm that you proceed to the intended branching destination. Pay attention to these points:

• Are the branching destinations for "not specified" and "otherwise" as intended?
• Is the rule order as intended? (Is an upper rule matching first when it shouldn't?)
• Has the step specified as a branching destination been deleted later?