You can define conditions for each workflow step. During workflow execution, if a step’s condition is:
Met, the workflow task is created and assigned.
This ensures that workflow tasks are only assigned if they belong to a valid path with all conditions met.
| 1. | Go to Data entry workflow > Design > Data entry workflow templates. |
| 2. | In the list, click the link of the desired data entry workflow template. |
| 3. | Click Edit. |
| 4. | In the Workflow diagram section, select the desired step. |
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Note:
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| 5. | In the Steps section, click the Conditions tab. |
| 6. | Click Add. |
| 7. | Define the field which values you want to use to set a condition. |
|   | In the Record field field, enter or select a value. |
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Note: You can only use fields that exist in the workflow document. The field lookup has several options to filter the workflow document fields that are shown:
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| 8. | Define the range of values that define the condition. The data entry workflow step only applies to the defined range of values. |
|   | In the Range field, enter or select a value. |
During workflow execution, the workflow can return to a task which step conditions were not met the first time. However, values that are used in conditions can be changed in the mean time. Therefore, each time a workflow task is created, the applicable step conditions are applied again.
| Related to | Notes |
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Edit step setup |
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Edit step setup |
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Edit step setup |
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