Enabling Conditional Workflows in the SAM Application

You can use the Workflow Step Conditions dialog box to add additional conditions to the expressions of each step within the SAM workflow. These conditions compare a field with a regular expression (that is similar to the field validation). However, adding additional conditions is optional.

The SAM application evaluates the conditions grouped together by the operator ANDs. In other words, the SAM application puts parentheses around each set of operator ANDs (without displaying the parentheses). For example, if you define the following conditions:

1. Status matches 25

2. AND Fix By matches 21.10

3. OR Status matches 16

4. AND Fix By matches CIR4

5. AND Assignee matches SAMUEL

6. OR Status matches 39|40

7. AND Assignee matches SADMIN

Then SAM evaluates the conditions as following:

	(Status = 25 AND Fix By = 21.10) OR (Status = 16 AND Fix By = CIR4 AND Assignee = 
	SAMUEL) OR (Status = 39|40 AND Assignee = SADMIN)

The following table describes the fields in the Workflow Step Conditions dialog box.

Field/Column	Description
Add (plus) button	Click this button to add new conditions to the expressions of each step within the SAM workflow.
Order column	This column displays a number denoting the order in which to list the corresponding condition.
AND/OR column	This column displays the values of AND and OR and it is not available for the first condition.
Field column	This column contains the field that is used to match against for this condition. The field can be selected from all fields that are mapped to system fields and some additional system fields such as Owner ID and Manager ID.
Expression field	Use this text field to enter the regular expression to match against the field's value. For more information, see Validation Values and Message Columns in the Fields section on the Approval Profile details table.
Delete button	Click Delete to delete the corresponding workflow step condition from the workflow step.

To add new conditional workflow steps to the SAM application

1. From the SAM home page, select the Main Menu button.

2. Select the Administration option.

3. Select the Approval Profiles option from the Administration drop-down list.

   The Approval Profiles page appears.

4. Scroll down to the Workflow section and click the condition link for the starting status that you want to add condition.

   The Workflow Step Conditions dialog box appears.

5. Click Add.

6. Enter a condition list order number using the Order field.

7. Select the operator AND, OR from the AND/OR drop-down list.

   This list is not available for the first workflow step condition.

8. Select a field from the Field drop-down list.

9. Enter an expression in the Expression text field to match against the field's value.

10. Tab out of the Field drop-down list.

11. Click Close to return to the Approval Profiles detail page.

To modify an existing condition within the SAM workflow step

1. From the SAM home page, select the Main Menu button.

2. Select the Administration option.

3. Select the Approval Profiles option from the Administration drop-down list.

   The Approval Profiles page appears.

4. Scroll down to the Workflow section and click the condition link for the starting status that you want to modify.

   The Workflow Step Conditions dialog box appears.

5. Click the field values that you want to modify and type the new values over the current ones.

6. Tab out of the field.

7. Click Close to return to the Approval Profiles detail page.