Configuring Workflow Conditions
How to Delete Conditions and Condition Sets?
To delete a condition or set, click the Delete button next to the condition or set you want to remove. You can delete individual conditions, groups, or entire sets, depending on your needs.
Why is Setting a Default Path Important in Workflow?
Setting a default path is a mandatory step in configuring a workflow. It ensures that there is a fallback path if no conditions are met. For instance, if no conditions apply, the workflow will follow the default approval process to ensure that the ...
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 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 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.
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 ...