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.

Note:

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 ...

Using the Condition Builder to create a condition

Defining a Condition with the Condition Builder

Using the Condition Builder to create an expression

Defining a Condition with Expressions

Using the Formula Builder

Defining a Condition with Formulas

Using pre-edit record values in a condition (example)

Referencing Old (Pre-edit) Values in a Workflow

Using conditions with the customer credit hold field (example)

Defining Conditions for Customer Credit Hold Field

For examples of the use of conditions see:

Condition Components

Each condition you define with the Condition Builder consists of three separate components:

  1. 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.

  2. 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.

  3. 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.

A portion of the Workflow Condition page.

Related Topics

Working with Workflows
Creating a Workflow
Creating a Workflow from a Workflow Template
Scheduling a Workflow
Viewing Existing Workflows
Editing a Workflow
Working with States
Working with Actions
Working with Transitions
Working with Custom Fields

General Notices