Select an exit path based on an expression using iTRAC variables set in a Manual or Command step.
NOTE: You can add Conditional Transitions only from a Decision Step to any other step.
When creating a Conditional Transition, the conditional expressions can be based on comparing a variables that is populated during the workflow process to a specific value or to another variable populated during the workflow process. Multiple conditional expressions can be combined or nested using the AND and OR operator
To add a Conditional Transition:
Open the Process Builder.
Select an existing Decision step, right-click and select Add Transition.
Enter a name for the transition.
Select the Transition type Conditional from the list.
Specify the destination Step.
Click Set to add an expression. The empty Expression window will display.
Click EXP to add the first expression. The evaluation expression is an expression that will evaluate to TRUE or FALSE during the workflow process. Select the appropriate dropdown under Relations to compare a variable to a constant value (Variables and Values) or to another variable (Variables and Variables).
Select a variable from the Attribute dropdown or add a new one if desired.
Select a condition from the Condition dropdown. The condition list will vary depending on the type of Attribute variable chosen.
String Variable Conditions:
Integer and Float Variable Conditions:
Boolean Variable Conditions:
Set the Value.
Click OK.
If a second expression is desired, highlight the root folder.
Repeat steps 7-12 as needed.
By default, all expressions at the root level will be separated by AND operators. To nest expressions or to use the OR operator, click the appropriate operator button and drag and drop expressions onto that operator.
When the expression is complete, click OK.
NOTE: You can edit/delete an existing expression using the Edit and Delete buttons in the Expression window.
Click OK. The expressions you entered will display in Transition window under Expression section.
Enter a description for your transition and click OK.