Working with Conditions

You can use conditions on workflow initiation, workflow actions, and workflow transitions. Use these conditions to limit who, when, and which record instances start a workflow or execute actions and transitions. To create conditions you can use the:

• Condition Builder: see Defining a Condition with the Condition Builder.

• Formula Builder: see Defining a Condition with Formulas.

• Saved Search: see Saved Searches.

Note:

You can create composite conditions, meaning, one condition with field value comparisons, a formula, and a saved search. In these cases, all conditions must be true for the workflow instance to initiate or an action or transition to process. If the condition includes a saved search, the workflow action or transition only executes on the record instances the search returns.

For examples of using conditions see:

• Referencing Old Record Values in a Workflow and

• Defining Conditions for Customer Credit Hold Field

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