Configuring Simple Task Conditions

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About this task

You can specify the conditions that govern the assignment or event actions of a task; when the task assignment or event is triggered in the run-time environment, it will be subject to these conditions.

Note: If you do not define any conditions, the task assignment or event action occurs depending on the basic Assignment Options or Event Type setting. For more information, see Configuring Task Assignment Options and Conditions and Configuring a Task Event Type. If you find you cannot create the condition you want with the simple task conditions that are available, you can create an advanced (custom) condition expression; for more information, see Configuring Advanced Task Expressions.

To configure simple task conditions

Procedure

  1. Open the task in the task editor by double-clicking the task in the Solutions view.
    • For assignments, click the Assignments tab and click the assignment you want to work with. Expand the Assignment Options and Conditions area if it is not already visible. In the Condition Type box, click Joined List of Simple Conditions. The Simple conditions editor appears immediately below the list.
    • For events, click the Events tab and click the event you want to work with. Expand the Event Type area if it is not already visible. In the Event Type box, click any of the available event types except Advanced. The Extra conditions editor appears immediately below (for some event types, an additional options editor may appear as well).
  2. Specify the following condition settings:
    Note: The Join options are disabled unless two or more conditions are defined.
    • Join — Click one of these three options to specify how the conditions will be evaluated:
      • ALL are true — All of the listed conditions must be true to trigger the assignment.
      • ANY is true — Any of the listed conditions must be true to trigger the assignment (that is, it can be one, two, or any subset of the condition list).
      • ONE only is true — A single listed condition must be true to trigger the assignment.
  3. Click Add to add a condition. The Add Simple Condition dialog box appears.
    • In the Field box, click the browse button and select the task data field you want to base the condition on.
    • In the Operation box, select the operator you want to apply to the condition.
    • In the Value box, type a value you want the Field value to be evaluated against, or click the browse button to select a task data field.
  4. Click OK to add the condition.
  5. Repeat steps 2-4 if you want to add another condition.
  6. Save the task to apply your changes.