Add an Automatic Decision Step

Automatic decision steps have the system decide the subsequent path of a workflow. The system bases its decision on the value of a designated field.

To add an automatic decision step:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Workflow Design.
  3. On the Workflow Design page, select a workflow design.
  4. On the Workflow Design toolbar, select the Add an automatic decision step icon and drag it onto the workflow design canvas.
  5. Use connector lines to define the position of the new step with respect to other steps. To add a connector line between two steps, select Draw Path icon Draw connector line on the step where you want the connector line to begin, then select the step where you want the connector line to end.

    Each connector line from a decision step corresponds to an exit option listed in the Automatic Decision area.

  6. Select the new step.
  7. In the Automatic Decision area, enter a Name and a Description for the automatic decision step.
  8. In the Exit Options list, select each exit option and enter a name for it.

    Since the system performs automatic decision tasks, these names are only meant to make designing and monitoring the workflow easier.

  9. Select Save.

Specify other aspects of the automatic decision step on the Workflow Configuration page.


Last Published Tuesday, May 21, 2024