Configure Conditions

Specify when this approval step is required. The approval step can always be
required, or only under specific conditions.

This approval step is always required

If this approval step is always required, complete the following procedure.

1. In the left pane, click Condition.

2. Select the Always run this step option.

This approval step is required under specific conditions

In some instances the approval step you are configuring is required only under
specific conditions. For example, suppose you are configuring an approval step
for a purchase requisition workflow. You can have the approval step occur only
when the purchase requisition is greater than 10,000 USD.

Use the following procedure to specify when this step is required.

1. In the left pane of the Properties form, click Condition.

2. Select the Run this step only when the following condition is met option.

3. Enter a condition.

4. Enter additional conditions, if necessary.

5. To verify the conditions you entered are set correctly, click Test. The Workflow condition editor form is displayed.

6. Select a record in the Validate condition area of the form. Click Test. The system will evaluate the record to determine if it meets the conditions you specified. For example, continuing with the example mentioned, suppose you are configuring an approval step that should occur only when a purchase requisition is greater than 10,000 USD.
The Validate condition area of the form will display a list of purchase requisitions. When you click Test, the system will evaluate the selected purchase requisition to determine if the approval amount
is greater than 10,000 USD.

7. Click OK. The Properties form is displayed.


Regards,
Hossein Karimi