Add checks to an action

You can add checks to a workflow. For example, you can check if a mandatory field has a value, but you can also check the contents based on conditions. You can also assign values to (these) fields. This allows you to affect fields that you complete during the workflow.

Example: 

An employee who has an in-house job, is not allowed to declare kilometres. If he still tries to submit a kilometre declaration, the following message appears:

Employees with an in-house job are not allowed to declare kilometres. If you have to visit a customer, you have to use one of the available cars in the fleet.

To add checks to an action:

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. Click on: the first action of the workflow.
7. Open the Mandatory fields frame.
8. Click on: New.

   Select the check type:

   • Field must be completed: this makes a field mandatory
   • Message when condition has been met: if a condition is satisfied, a blocking message appears.
   • Message when condition has not been met: if a condition is not satisfied, a blocking message appears.
9. Depending on the type of the check you use, you now perform one of the procedures below.
10. Select the field that you want to fill.
11. Select the condition.
12. If applicable, add more fields.
13. Click on: Publish.