Friday, July 27, 2018

Specify when this Workflow Should be Used

You can create multiple workflows that are based on the same type. For example, you could create a purchase requisition workflow for each country or region in which you operate, such as Purchase Requisitions Denmark and Purchase Requisitions Spain.

When you have multiple workflows that are based on the same type, you need to specify when each workflow should be used. Continuing with the example, you would need to specify that:


Purchase Requisitions Denmark should be used when:

country/region = DK


Purchase Requisitions Spain should be used when: country/region = ES

Use the following steps to specify when the workflow you are configuring should be used.


1. Click
Activation in the Action Pane.

2. Select the
Set the conditions for running this workflow check box.

3. Click
Add condition.

4. Enter a condition.


5. Enter additional conditions, if necessary.


6. If you want to verify the conditions you entered are set correctly, click Test. The Workflow condition editor form is displayed. 

7. 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, suppose you are creating a
purchase requisition workflow for Spain. 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 country/region = ES. 

8. Click
OK. The Properties form is redisplayed.

Regards,
Hossein Karimi

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