Configure Gate Elements

To add a Gate Condition Element:

  1. In the Gate Conditions Elements section of the Gates Setup window, select a phase and click Add. The Data Type window opens.
  2. Select a data type from the Data Type list, and click OK.
  3. In the Edit Gate Condition window, complete the General tab
    1. Name: 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.
    2. Description: Add an optional description for the Gate Element.
    3. Click Apply to save changes, or OK to save changes and exit the window.
  4. In the Edit Gate Condition window, complete the Query tab to define query and trigger conditions.
    1. In the Query Conditions section, click Add.
  5. In the Query Condition window, complete the Query tab:
    1. Data Element: Click Select.
      1. In the Data Element Picker window:
        1. Data Source: Select a data source from the Data Source list. For example, select a query-based tab.
        2. Column: Select a data element and then click OK.

          Note: The list of data elements is generated from the data type you chose in the General tab. If the data element is a picker, drop-down (pull-down), or radio button, the Value field will display the values entered in the data set tab 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.

    2. Label: The label defaults to the data element name. You can enter a different label.
    3. Condition: Select the condition that needs to be satisfied for the Gates Element Condition from the list. The condition options vary dynamically depending on the selected Data Element.
    4. Values: Specify a value for the condition. 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 drop-down (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 check box if you have defined multiple query conditions, for which only one needs to be satisfied to advance to the next phase
  6. The Trigger Condition section operates similar to the Query Conditions section, except you can create a formula for the desired condition.

Last Published Tuesday, April 8, 2025