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Example 2:

You are designing an Expense Report workflow that has a total of 3 steps. Steps 2 (Manager Approval step) and step 3 (Accounts Payable step) are Linked Steps.

  • Step 1 is filled in by the employee. When it is completed, the flow is routed to the employee's manager for Approval/Rejection
  • Step 2 is performed by the Manager. If the Manager approves, the workflow is routed to the Accounts Payable group for final processing.
  • Step 3 is performed by the first person in the Accounts Payable group to click the perform icon on their Task List for this workflow.

Rule Requirement: The section named Accounts Payable Only should only show if the workflow is on the Accounts Payable step. It should not be visible when the workflow is on the steps performed by the employee or the manager.

The Condition, Action and Else Action wizards for this rule are shown in the image. The dropdown for the current step value displays the linked steps as choices.

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This is how the rule displays in the Rule Builder tab.

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The image shows what the user sees when the workflow navigates to the Accounts Payable step.

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Expand
titleClick here for Example 1

Example 1:

You are designing a weekly Time Sheet that has fields where the user must enter the From and To dates for the reporting period.

Rule Requirement: If the date entered in Period To is equal to or earlier than the date entered in Period From field show this error message "Must be after From Date"

The Condition and Action wizards for this rule are show in the image.

This is how the rule displays in the Rule Builder tab.

If the user enters 3/7/2017 or a date before 3/7/2017 in the Period To field the error message displays.

Expand
titleClick here for Example 2

 

 

Expand
titleClick here for Example 3

Let's take a look at a simple example. Imagine a form with 3 fields named Name, Status and Money.

Rule Requirement: If the Name field contains "John" and the Status field contains "satisfied" then populate the Money field with 50000.00 else populate the Money field with 1000.00.

One way to write this rule in JavaScript is to use nested if statements:

Code Block
languagejs
if(Name.value=='John')
{
	if(Status.value=='satisfied')
	{
		Money.value=50000;
	}
}
else
{
Money.value=1000;
} 

If you are using the Visual Rule Builder to achieve the same result, you will have to add two rules:

  • Rule 1 - ) When the value of Name is equal to "John" and the value of Status is 'satisfied', populate the Money field with 50000.00
  • Rule 2 - ) When the value of Name is equal to "John" and the value of Status is not 'satisfied', populate the Money field with 1000.00