Create and manage progress conditions for decision points and activities

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Create and manage progress conditions for decision points and activities

The procedure to create progress conditions for decision points is very similar to the procedure for creating progress conditions for a whole activity. This  means that it is possible to define progress conditions for an entire decision point, regardless of which decisions that are made.

Create progress conditions from template

1.Select Organizer > Show/Hide Administration.

2.In the south panel, select the Administrate tasks.

3.Select Search, to search for all the tasks in the system.

4.Select the task containing the activity for which you would like to define progress conditions. Information about the task is displayed in the east panel.

5.Select the Workflow tab.

6.Select the activity or decision point for which you would like to define progress conditions.

7.Select the Progress condition tab.

8.Press Create from template.

9.Select a template from the list.

10. Press OK.

 

Settings in the Progress condition tab

Create from template

Adds a new progress condition based on a predefined template. Note that the content of the template will be copied in to the activity and does not only act as a reference.

If a template is revised, it will not affected  the progress conditions in existing tasks or task templates that was created from that particular template.

Add

Adds a new progress condition by defining it directly in the activity in an existing workflow or in a workflow template.

Edit

Opens a window where existing condition can be edited. Is activated when a progress condition is marked in the list.

Remove

Removes an existing progress condition. Is activated when a progress condition is marked in the list.

 

Create progress conditions

1.Select Organizer > Show/Hide Administration.

2.Select the Administrate tasks tab in the south panel.

3.Select Search, to search for all the tasks in the system.

4.Select the task containing the activity for which you would like to define progress conditions. Information about the task is displayed in the east panel.

5.Select the Workflow tab.

6.Select the activity or decision point for which you would like to define progress conditions for.

7.Select the Progress condition tab.

8.Press Add.

9.Fill in information about the progress condition:

oName - Set the name of the progress condition.

oOperator - Select which logic should be used for the flow to be allowed to proceed:

AND - All subconditions must be met. Select this if only one condition is created.

OR - At least one of the subconditions must be met.

XOR - An odd number of subconditions must be met.

The logic you select here applies to the subconditions within an individual progress condition.

If more than one progress condition is defined for an activity, they are evaluated with the AND logic.

oCondition - Select one of the basic types of conditions to be used. These types are defined in code list PROGRESS_CONDITION_CL.

oNegative condition - Test the condition reversely. If, for example, the basic type is testing that a task workset is empty, the negative condition will then test that the task workset has data. In the same way it is possible to build progress condition types that tests if a certain data field is filled in. The negative condition then tests that the field is empty.

oHelp text, dpSpatial - Used for the message displayed to the user of the office client in case the condition is not met. For example "Workset must be empty. Correct and try again".

oHelp text, dpWebmap - Used for the message displayed to the user of the mobile client in case the condition is not met. For example "Workset must be empty. Please contact the task owner for action.".

oRemove - Used to delete a sub-condition.

oAdd condition - Used to add additional subconditions. These will be evaluated with the logic defined in the dropdown list for Operator.

Manage progress conditions for individual Decisions

In addition to defining progress conditions for an entire decision point, it is also possible to define progress conditions for individual decisions. This makes it possible to set completely different conditions for a decision that takes the workflow further to the next step, than for a decision that will terminate the workflow or steer the workflow in a different direction.

Decision - Presents which decision or decisions that are connected to the condition. If the Decision section is empty, the condition will apply to the entire decision point.

Link decision - Presents available decisions in the decision point. Selecting one of the decisions will link the condition to precisely that decision.

Remove link - Removes decisions that have been linked to a condition in a specific decision.

10. Press OK.