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Create a Process Condition

Create a process condition to route the process based on business criteria
You will learn
  • How to create and configure process condition
  • How to define different process flows for each conditional criteria
Archana ShuklaSeptember 28, 2022

A process condition routes the business process based on certain criteria. These conditions apply an If or Else rule to the process content and respond according to the rules defined as settings in the process builder.

In this unit, you will learn how to use process condition in a business process to get rid of unnecessary approvals when the process is routed for auto-approval or one-step-approval flow based on the sales order criteria.

  • Step 1

    Now that you have designed the process with forms, let us define which process flow should run based on if/else condition criteria.

    1. To add a condition to a process:

      • Open the Process Builder.
      • Select + after the start form.
      • Choose Controls > Condition.
      Process Condition

      This adds the condition to the process.

    2. To configure your condition, choose Open Condition Editor.

      Configure Condition
    3. Edit your branch condition by setting Order Amount from the process content.

      Edit Branch Condition

      Process content will contain list of attributes that have been defined in previous skills. For Example: in the screenshot, you can see attributes from the trigger form. You will use these process content to configure different skills during business process modelling.

    4. Select is less than.

      Less than
    5. Enter 100000 as the value and choose Apply

      You have configured your if branch to: if Order Amount is less than 100000.

      Value and save
    6. Now, link your Default branch to Approval Form.

      Process Content

      With this process condition, the sales order above a specific amount only will be sent for approval and rest will be auto-approved.

    7. Lets decide the process flow if the condition criteria is met. For that, first you have to remove the connection from If-route to Approval Form and then create a new form to notify the requester of the auto-approval.

      Delete branch
    8. To create the new form, add the New Form from the If-route.

      Process Content

      In the pop-up for new form, do the following:

      • Enter the Name as Auto Approval Notification.
      • Enter a Description as Notification form to inform auto approval of the sales order.
      • Choose Create.

      The form Identifier field is auto-filled.

      Process Content
    9. Design the notification form, in the same way as you did in the previous chapter, to send another notification to the requester about auto-approval.

      Form Fields Field Settings with Label
      Headline 1 Automatic Order Confirmation
      Paragraph Your order has been received and we will send you the details as soon as the order is shipped. You can find the details of your order below, please review and verify your request:
      Paragraph Your Sale’s Order Details:
      • For all below Input Fields enter the labels and select the Read Only checkbox.
      Form FieldsField Settings with Label
      Text Order Number
      Number Order Amount
      Date Expected Delivery Date
      Paragraph Please press the SUBMIT button to acknowledge the order status.
    10. Save your work.

      Design Form
    11. Go back to the process builder and configure the auto approval form.

      • Configure the General section.

      PropertyValue
      Subject Your order Order Number > Order Processing Form has been successfully received
      Recipients Process Started By > Process Metadata
      General
      • Configure the Inputs section.
      Form Input FieldsProcess Content Entry
      Order Number Order Number > Order Processing Form
      Order Amount Order Amount > Order Processing Form
      Expected Delivery Date Expected Delivery Date > Order Processing Form
      Inputs
    12. Finally, connect the outgoing flow of the auto-approval form to the End activity.

      • Do not forget to Save the process once done.

      End

      This completes the process design with condition criteria that will decide what process flow is executed and whether there will be an auto-approval or a one-step approval route.

  • Step 2

    Which configurations are necessary for process condition?

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