Define the Path Conditions

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We now need to define the workflow rules on the paths.

 

The condition specifies under which circumstances a form instance’s workflow will progress along that path to the next stage. These conditions are a key part of the workflow rules and there are three main options for applying these conditions:

 

•Always, if no other condition is met
•Simple
•Advanced

 

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We know that the purchase order request form will always progress from the New Application stage to the Manager Approval stage so this is the condition to set on the path between these stages.

 

1.Select the path between the New Application and Manager Approval stages.
2.In Path Properties, verify that the condition Always, if no other condition is met is selected by default.

 

For an instance to progress from the Manager Approval stage to Rejected stage, the workflow will need to determine if the Manager Rejected radio button has been selected. A simple condition can be used here.

 

1.Select the path between the Manager Approval and Rejected stages.
2.In Path Properties, change the condition to Simple.
3.Click Select and then the Select a Field dialog will open.
4.Select the field that the condition will reference. Navigate through Approvals then expand Manager Approval Group and select the Manager Rejected radio button. Click OK.
5.From the drop-down, select Is Checked.

 

Now you can see that giving your pages, groups and objects sensible names in the form layout process makes them much easier to locate when you are building workflow rules and behaviors.

 

Updated: 6/6/2011  Page url: http://www.perfectforms.com/Documentation/complete_tutorial/html/?w_define_the_path_conditions.htm
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