Define Conditional Workflow Steps
For each workflow step, you can specify one or more conditions and what step the article is to advance to if it meets or does not meet the specified conditions. These conditions map directly to the attributes you can set when creating or editing an article in Knowledge Advanced.
Use the following procedure to set conditions for a step.
Select
for the step you to which you want to add a condition.The Workflow Condition List page appears.
Select Add Workflow Condition.
Complete the fields on the Workflow Condition Properties page and select Save Workflow Condition to save your changes.
The Conditional Workflow Step Properties table follows this procedure and lists the conditional workflow step properties and describes the input for each property.
The new condition displays on the Workflow Condition List.
The following table lists the conditional workflow step properties and describes the input for each property.
Property | Description |
---|---|
Condition Name |
Enter the name of the condition. |
Advance to step... |
Select the step to which the workflow advances the article when the condition is triggered. |
if the record... |
This defines the criteria under which the condition is triggered. You can trigger the condition under one or more of the following conditions: Contains all of the following - the article must meet all of the specified criteria. Contains any of the following - the article must meet a least one of the specified criterion. Does not contain all of the following - the article cannot meet all of the specified criteria. Does not contain any of the following - the article cannot meet any of the specified criteria. |
Document Type Equals |
This defines the condition criteria related to translation locales. The article type can be: Any - any type Master Document - an article in its original language Translated Document - an article translated to a language other than its original language |
For Any Of The Selected Locales |
Select the locale in which the article is written. The Document Type Equals and For Any Of The Selected Locales settings are independent from each other. For example, if Document Type Equals is set to Translated Document and For Any Of The Selected Locales is set to English, then the condition is met if the article is either a Translated Document or has a locale of English. |
Repository Views |
Select this check box to define a condition
based on which views have been established for the article. For example,
to establish a condition for articles set for a view called |
Category Conditions |
This defines a condition based on which categories have been established for the article. At the Select Mode drop-down menu: Select Navigate to display the available categories for navigation Select Search to display available categories for search. When you select Search, you must also enter the search string. |
At Available Categories, select one or more content categories or sub-categories to add to your Selected Categories. Categories that contain sub-categories display as links preceded by a plus sign (+). |
|
Product Conditions |
This defines a condition based on which products have been established for the article At the Select Mode drop-down menu: Select Navigate to display product and product hierarchies for navigation Select Search to display products for search. When you select Search, you must also enter the search string. |
At Available Products, select one or more products to add to your Selected Products. Products that contain sub-products display as links preceded by a plus sign (+). |
|
User Groups Conditions |
This defines a condition based on which user groups have been established for the article At the Select Mode drop-down menu: Select Navigate to display the user groups for navigation Select Search to display the user groups for search. When you select Search, you must also enter the search string. |
At Available User Groups, select one or more user groups to add to your Selected User Groups. |