Define Conditions for a Yes/No Decision

The following procedure describes the process and options available for defining conditions for a Yes/No decision.

  1. On the Decision window, click Add next to the condition you want to add to the decision description.

    Decision Conditions

    Condition Description

    The logged in account has a certain value

    Add this condition to verify the identity of the logged-in account.

    The logged in account’s profile has a certain value

    Add this condition to verify the profile of the logged-in account.

    A new record is being created

    Add this condition to verify that the working record is being created.

    An existing record is being edited

    Add this condition to verify that the existing record is being edited.

    The current editor is a child editor

    Add this condition to verify that the working record displays in a child editor.

    The current editor is a primary editor

    Add this condition to verify that the working record displays in a parent editor.

    The record is copied

    Add this condition to verify that the working record is being copied from another record.

    The record is not copied

    Add this condition to verify that the working record is not being copied from another record.

    A field has a certain value

    Add this condition to verify the value of a certain field.

  2. If the condition you have added to the decision description contains an underlined link, click the link to edit the condition. The Edit Condition window opens.
  3. If specifying a condition value for a field, click the Field drop-down list and select a field.
  4. Click the Operator drop-down list and select an operator.
  5. Enter a value in the Value field.
  6. Click OK.
  7. To edit the logical expression used to evaluate two or more conditions, click Combine the Conditions Using a Logical Expression and see Edit a Workspace Rule Logical Expression.
  8. Click OK.