Add a condition to a workflow

You can use conditions in the workflow. For example, you can use a condition to register that a specific field needs to be filled before an action can be performed.

Advantages:

  • An action for a task is only shown under certain conditions.
  • A field must be completed when performing the action
  • For a specific action, a fixed value can be used to populate a field by default.
Description

You can record a condition for a task, an action and for a destination. The condition then determines if the destination has rights on the workflow task or not. The default value is Always but you can select another value. The advantage of recording a condition for a destination is that when the dossier item is submitted you can already lead it to a specific destination.

Example:

If someone requests leave for one day, the team manager may approve this. For two or more days, the leave request must be approved by the line manager.

You can only delete a condition if you maintain it yourself and it is no longer used in a workflow.

Procedure
  • Simple definition

    A simple condition consists of a list in which all the available fields are completed in advance.

  • Advanced definition

    An advanced condition consists of a list with various fields. A field can occur many times in the definition.

  • Workflow with condition

    You can add a workflow for which you record conditions. This means you can ensure that the workflow (depending on the condition) is completed in various ways.

Simple definition

A simple condition consists of a list in which all the available fields are completed in advance.

For the registration of the fields, you enter the value that the fields must have. If no value is entered then the field is not included in the definition. A field can only occur once in the definition.

To record a simple definition:

  1. Open Profit.
  2. Go to: CRM / Dossier / Configuration / Dossier item type.
  3. Open the properties of the dossier item type..
  4. Go to the tab: Workflows.
  5. Open the properties of the workflow..
  6. Select the start of the workflow.
  7. Open the Condition frame.

    Here you see the conditions which have been recorded in the workflow. You have the Always and Blocked conditions by default.

  8. Add a new condition.
  9. Open the properties of the condition New.
  10. Select Simple filter.
  11. Enter the filter values in the fields that you want to include in the filter.
  12. Click on: OK.
  13. Click on: Publish.

Advanced definition

An advanced condition consists of a list with various fields. A field can occur many times in the definition.

For this you can use:

  • Combinations of And and Or

    You can link various lines with both And or Or to each other.

  • Filter tags

    You can use filter tags

  • Operators

    Depending on the field type, a user can set up different operators such as @ (field starts with text), [ ] (field in empty), < (is less than).

To record an advanced definition:

  1. Open Profit.
  2. Go to: CRM / Dossier / Configuration / Dossier item type.
  3. Open the properties of the dossier item type..
  4. Go to the tab: Workflows.
  5. Open the properties of the workflow..
  6. Select the start of the workflow.
  7. Open the Condition frame.

    Here you see the conditions which have been recorded in the workflow. You have Always and Blocked by default.

  8. Add a new condition.
  9. Open the properties of the condition New.
  10. Select Advanced filter.
  11. In the Field name column, select the field on which you want to filter.

    You can filter on all fields or combinations of fields in the view.

  12. Click on: OK.
  13. Click on: Publish.