Configuring the Evaluate Risk Level Automatic Decision Step

Note: This topic is part of the Creating a Project Proposal Approval Workflow: Example series.

To configure the Evaluate Risk Level step:

  1. In the workflow element list, select the Evaluate Risk Level step.
  2. In the Automatic Decision Options area, in the Conditions Field field, select Select.
  3. In the Select Field (Project) dialog box, find and select the Risk Level field.
  4. Select Select.
  5. In the Automatic Decision Options area, find the Conditions table.

    This table is where you specify which Risk Level value corresponds to which exit option.

  6. Above the Conditions table, select Add twice.

    The Conditions table should now have four rows.

  7. In the top row of the Conditions table, change the Value field from Select to High.
  8. In the top-row Exit Option cell, select Additional Information Required.
  9. In the second row from the top, change the Value field from Select to Very High.
  10. In the corresponding Exit Option field, select Additional Information Required.
  11. In the third row from the top, change the Value field from Select to Not Identified.
  12. In the corresponding Exit Option field, select Additional Information Required.
  13. In the last Exit Option field, the one with the Else value, change the Exit Option from Select to Approve Proposal.

    The step should now be configured to take the Additional Information Required path if the Risk Level value is High, Very High, or Not Identified, and to take the Approve Proposal path if the Risk Level value is anything else.

  14. Select Save.

Last Published Tuesday, May 21, 2024