Manage Conditions

If you are tasked with creating a conditional workflow for a client, you must first define the conditions assigned to workflow activities.

Introduction

The system determines whether a conditional activity is executed based on whether the condition is satisfied.

You use the Manage Conditionsscreen to define conditions that can be used in conditional workflows. Note: You cannot access the Manage Conditions screen unless the Create Manage Conditions check box is selected in the Administration settings for your user type.

How to Access the Screen

  1. In the Global Toolbar, display the Settings menu and select Settings.
  2. Select the System Configuration tab, if necessary, to display system configuration options.
  3. Display the Show drop-down list and select Manage Conditions. The Manage Conditionsscreen displays.

Tasks You Can Do on This Screen

  • Add icon - Add a condition.
  • Clone icon - Copy a condition.
  • Save icon - Modify and save a condition.
  • Delete icon - Delete a condition.

Field Descriptions on This Screen

Screen Item Description
Language Enables you to add conditions in additional languages. Note: The drop-down list is not available until you save the condition in the base language.
Existing Conditions (list pane) Lists all conditions that were defined.
Condition Name Specifies the name of the condition.
Description Specifies a brief description of the condition.
View Condition Displays the condition expression.
Start Grouping icon Start Grouping icon Denotes the start of a grouped condition (a condition within a condition).
Field Specifies the field to which the condition applies.
Condition Specifies the condition applied to the specified field. The list of available conditions varies based on the type of field specified. Depending on the condition you select, additional fields, such as a Value or Date field, may appear to allow further definition of the condition.
End Grouping icon End Grouping icon Denotes the end of a grouped condition.
Operator Specifies an operator for multiple conditions, if necessary. Select AND to specify that all of the conditions must be met. Select OR to specify that at least one of the conditions must be met.
Add button Adds the currently specified condition.
Edit button Opens the currently selected condition for editing. To select a condition, select it in the Selected Conditions list.
Delete button Deletes the currently selected condition. To select a condition, select it in the Selected Conditions list.
Cancel button Deselects the currently selected condition.
Remove Grouping button Removes the grouping (parentheses) from a condition.
Selected Conditions Lists all condition expressions for the currently selected condition. You can select a condition in this list to select it.