Create a Process Condition
- How to create and configure a process condition
- How to define different process flows for each conditional criteria
- Complete Create and Configure Forms tutorial
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.
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.
- Step 1
Once the process with forms is designed, define which process flow should run based on if/else condition criteria.
To add a condition to a process open the Process Builder. Choose + next to the Trigger. Select Controls then Condition.
To configure the condition, choose Open Condition Editor.
Process content will contain a 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 this process content to configure different skills during business process modelling.
Edit your branch condition:
You have configured your if branch to: if Order Amount is less than 100000.
- Set Order Amount from the process content
- Select is less than
- Enter 100000 as the value
- Choose Apply
Similarly, add one more condition. Select Add Group.
In the group section select Any to make it OR conditional group. Select conditions:
Item Condition Value Shipping Country is equal to India Shipping Country is equal to Germany
Choose Apply to add the condition to the business process.
You can expand the Summary section to see how the process conditions are designed
Link your Default branch to Approval Form.
With this process condition, only the sales order above a specific amount will be sent for approval and the rest will be auto-approved.
Decide the process flow if the condition criteria is met. 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.
To create the new form, add the New Form from the If-route.
In the Create Form window:
- Enter the Name: Auto Approval Notification.
- Enter a Description: Notification form to inform auto approval of the sales order.
- Choose Create.
Open Editor of the form.
Design the notification form, the same way as in the previous chapter, to send another notification to the requester about auto-approval. Add Layout fields:
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 Fields Field Settings with Label Text Order Number Number Order Amount Date Expected Delivery Date
Add Layout field:
Form Fields Field Settings with Label Paragraph Please press the SUBMIT button to acknowledge the order status.
Save your work.
- Step 2
Go back to the process builder and configure the auto approval form.
Configure the General section.
- Enter: Your order
- Choose: Order Number from Order Processing Form
- Enter: has been successfully received
Under Recipients select Process Started By.
Configure the Inputs section.
Form Input Fields Process Content Entry Order Number Order Number Order Amount Order Amount Expected Delivery Date Expected Delivery Date
Connect the outgoing flow of the auto-approval form to the End activity.
Save your work.
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.
Which configurations are necessary for process condition?