Configure Gate Elements

To add a Gate Condition Element

  1. In the Gates Setup window, in the Gate Conditions Elements section, select a phase and click Add. The Data Type window opens.
  2. Select a Data Type from the drop down menu.
  3. Click OK. The Edit Gate Condition window opens.
  4. Complete the General tab: Enter a Name for the Gate Element. This can be the name of the data element or any descriptive name. This appears on the Gate Conditions Elements list. You can add an optional Description.
  5. Click Apply to save changes, or OK to save changes and exit the window.

To define query and trigger conditions

  1. In the Edit Gate Condition window, click the Query tab.
  2. Under Query Conditions, click Add. The Query Condition window opens.
  3. Complete the Query tab:

    Data Element: Click the Select button. The Data Element Picker opens. The list is generated from the data type you chose in the General tab. If the data element is a picker, pull-down or radio button, the Value field will display the values entered in the data set tab of for the data definition associated with the data element. For a full list of data elements and data types, refer to the Unifier Data Reference Guide.

    • Label: The label defaults to the data element name. You can enter a different label.
    • Condition: Define Gate Condition Element Condition. The condition options vary dynamically depending on the selected Data Element. The screen shots below list out the various options for different Data Element types. Examples include equals, does not equal.
    • Values: Specify value. The Values field varies dynamically depending on the selected Data Element and Condition. (For example, if the element is a text box, the condition might be Contains, and value might be one or more letters to search for. If the element is a pull-down or other data definition with a data set, you will select a value from the data set.)
    • Show results matching any condition (Instead of all): Select this checkbox if you have defined multiple query conditions, for which only one needs to be satisfied in order to advance to the next phase
  4. The Trigger Condition section operates similarly to the Query Conditions section, except you are able to create a formula for the desired condition.

Last Published Monday, August 28, 2023