1. Others
  2. Action and Document Management
  3. Activities

Set up a task to make a decision
Application task

You can set up a task to make decisions based on conditions. You can set up a hierarchy of decisions. For each decision, you define the condition and what comes next if the condition is met or not.

In these fields, you define what comes next if the condition is:
  • Met (fill in only one of these fields):
    • Node when true: You can define a next decision to be made.
    • True result: You can define a value to indicate that the condition is met. If you set up next tasks, you can link this value to a next task. As a result, if the condition is met, the related next task is started.
  • Not met (fill in only one of these fields):
    • Node when false: You can define a next decision to be made.
    • False result: You can define a value to indicate that the condition is not met. If you set up next tasks, you can link this value to a next task. As a result, if the condition is not met, the related next task is started.
The workflow input records, as defined by the query or staging table of the trigger, are the input for the task. When the task is run, based on the workflow input records, the conditions are checked, and decisions are made accordingly.


Standard procedure

1. Click Action and document management design.
2. On the Process flows tab, in the list, find and select the desired record.
3. In the list, click the link in the selected row.
4. On the Workflows tab, in the list, find and select the desired record.
5. Click Workflow designer.
6. Sub-task: Create task.
  6.1 In the Tasks section, click New.
  6.2 In the Task field, type a value.
 

Note: To put the tasks in the correct sequence, you can use a number in the task field. For example, if it is the fourth task in the workflow, enter 004.
  6.3 In the Task type field, select 'Decision'.
 

Note: For a decision, the Action type is not applicable.
  6.4 In the Description field, type a value.
  6.5 Click Save.
7. Sub-task: Set up decision input.
  7.1 Click Decision.
  7.2 Click New.
  7.3 When a decision task is started, always the first decision line is checked. The outcome of the condition defines the next action: another decision or a task.
So, make sure to have the right decision line as the first record.
The sequence of the other decision lines doesn't matter.
  In the Node field, type a value.
  7.4 Define the decision input type.
Only select 'Record value' or 'Constant'.
  In the Left type field, select an option.
 

Note: If you select 'Constant', the only required field to fill in is Left value.
  7.5 In the Left table field, enter or select a value.
 

Note: You can only select tables as defined by the query or staging table of the workflow triggers.
  7.6 In the Left data source field, enter or select a value.
 

Note: You can only select data sources as defined by the query or staging table of the workflow triggers.
  7.7 In the Left field field, enter or select a value.
  7.8 In the Left value field, type a value.
8. Sub-task: Set up decision condition.
  8.1 In the Operator field, select an option.
  8.2 Define the type for the decision condition to be met.
Only select 'Record value' or 'Constant'.
  In the Right type field, select an option.
 

Note: If you select 'Constant', the only required field to fill in is Right value.
  8.3 In the Right table field, enter or select a value.
 

Note: You can only select tables as defined by the query or staging table of the workflow triggers.
  8.4 In the Right data source field, enter or select a value.
 

Note: You can only select data sources as defined by the query or staging table of the workflow triggers.
  8.5 In the Right field field, enter or select a value.
  8.6 In the Right value field, enter or select a value.
 

Note: If the selected Right field is a date field, you can use a predefined method to set the date.
If you select an 'add' method, replace 'integer' with a number. Example: (addDays(3)) sets the date three days after the date on which the decision is made.
9. Sub-task: Set up decision outcome.
  9.1 Define which decision comes next if the condition is met a next decision must be made.
  In the Node when true field, type a value.
  9.2 Define an indicator that is applicable if the condition is met and a next task must be started.
On a task relation for the decision task, fill in this indicator for the next task.
  In the True result field, type a value.
  9.3 Define which decision comes next if the condition is not met a next decision must be made.
  In the Node when false field, type a value.
  9.4 Define an indicator that is applicable if the condition is not met and a next task must be started.
On a task relation for the decision task, fill in this indicator for the next task.
  In the False result field, type a value.
10. Close the page.
11. Close the page.
12. Close the page.
Related to Notes

Design workflow

 		 

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