What is a Condition in Workflow Configuration?
A condition specifies rules that determine the workflow path based on attributes of the submitted form or the submitter's details. It includes:
Attribute: The property of the form or submitter being evaluated (e.g., amount, date).
Operator: Defines how the attribute is compared (e.g., equals, greater than).
Value: The data against which the attribute is compared (e.g., $5000, "Vendor A").
Conditions control the approval path based on these evaluated attributes.
Related Articles
How to Use Condition Groups in Workflow?
Conditions within a set can be grouped using Condition Groups. Use Match Any (OR) or Match All (AND) logic to combine conditions. For example: If "Amount > $5,000 OR Vendor = 'Preferred Vendor'," the workflow could bypass certain steps based on ...
How to Access Workflow Configuration in Kodo?
Log in to your Kodo account. Navigate to the Workflows section from the side navigation menu. Choose the form (e.g., Purchase Order, Invoice) you want to create or modify the workflow for. Click Edit Workflow to begin configuring or modifying the ...
How to Create a Condition Set?
In the workflow editor, click Add Condition Set. Define the conditions by choosing attributes, operators, and values (e.g., if "Amount" is greater than $5,000). The condition set will govern the approval path based on the defined rules.
How to Create Exception Cases in Workflow?
Under the condition set, click Add Exception Case to create an alternate approval path. Define additional conditions that will alter the approval sequence (e.g., if the vendor is "Preferred Vendor," skip certain approvals). Multiple exception cases ...
How to Assign Approvers in Workflow Configuration?
Approvers can be assigned to approval blocks based on several criteria: Individual user: Assign specific users to the approval block. User group: Assign groups of users (e.g., departments) to the block. User attribute: Assign approvers based on user ...