Working with Conditions
You can use conditions on workflow initiation, workflow actions, and workflow transitions. Use conditions to limit the situations in which a workflow initiates or when actions and transitions execute. Use the Condition Builder or the Formula Builder to create conditions with field/value comparisons, expressions, or formulas. For an overview of conditions in SuiteFlow, see Workflow Conditions.
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Condition Builder: see Defining a Condition with the Condition Builder.
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Formula Builder: see Defining a Condition with Formulas.
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Saved Search: see Saved Searches.
A single workflow initiation, action, or transition condition can contain multiple conditions, for example, a field value comparison, a formula, and a saved search. All conditions must evaluate to true for a workflow instance to initiate or an action or transition to execute.
The following table describes where you can get more information about working with conditions:
Task |
For more information, see ... |
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Using the Condition Builder to create a condition |
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Using the Condition Builder to create an expression |
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Using the Formula Builder |
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Using pre-edit record values in a condition (example) |
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Using conditions with the customer credit hold field (example) |
For examples of the use of conditions see:
Condition Components
Each condition you define with the Condition Builder consists of three separate components:
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Value to be compared against (left side of the condition). In the Condition Builder, use the left Record (optional) and Field columns to identify the field to be compared.
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Compare type. The comparison operator identifies the type of comparison to perform. The types of operators depend on the field values to be compared. Use the Compare Type column.
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Value to be compared against (right side of the condition). In the Condition Builder, use the Value, Selection, or Record and Value Field columns to identify the fields to be compared against.
These three options are mutually exclusive. You cannot combine multiple values to be compared against in a single condition. If you want to use multiple value columns in a single condition, combine the conditions with expressions. See Defining a Condition with Expressions.