Defining a Condition with the Condition Builder

Use the Condition Builder to define a condition using record field value comparisons. Access the Condition Builder from the Condition section on the workflow definition, action definition, and transition definition pages.

The following screenshots show a sample condition in the Condition Builder and how it appears on the workflow definition page.

Condition Builder

Action Definition Page

To create a condition with the Condition Builder:

1. If you have not already done so, open the workflow definition page, or action definition, or transition definition page where you want to add the condition.

   See Viewing Existing Workflows or Workflow Searches.

2. Select Visual Builder and click the Open icon to open the Condition Builder.

   

   The Workflow Condition window opens.

3. Use the following columns to select the value to be compared against:

   Column Name	Description
   Record	Contains a List/Record type for all records that can be joined with the base record for the workflow. Use this column if you want to include fields from a joined record in the condition. Leave this column blank if you want to use a field from the base record of the workflow. You can also specify the pre-edit record with the Old Record option in this column. See Referencing Old (Pre-edit) Values in a Workflow.
   Field	Field for the base workflow record or joined record to use in the condition.

   Note:

   On the Record list, Entity lets you select transaction and expense related fields. Entity (Employee) lets you select employee related fields.

4. In the Compare Type column, select the comparison operator.

   The available comparison operators depend on the data type of the record field.

5. Select the value to be compared against in the Value, Selection, or Record and Value Field columns:

   Column Name	Description
   Value	Static value for the field. Use the Selection column or the Record and Value Field columns if you want a dynamic value. If the Field column is of type List/Record, you cannot enter a static value. You cannot enter a value for this column for the following compare types: empty not empty checked not checked If you select the Date, Datetime, or Time of Day field types for your condition's record Field column: you must enter a valid date in the Value column when the Compare Type column selection is neither empty nor not empty. If a valid date value is not specified, an alert appears, and the row is not added. The format of the dates you enter for date field types must match your Date Format preference. For information about setting your account preferences, see General Personal Preferences.
   Selection	List/record value for the field that you want to compare to the field value of the Field column. If the Field column is a List/Record, use the multi-select popup to choose the values. Click in the field and click the Select Multiple icon. You cannot enter a value for this field for the following compare types: empty not empty checked not checked
   Record	Record that contains the field value that you want to compare to the Field column. Contains a List/Record type for all records that can be joined with the base record for the workflow. Use this column if you want to include fields from a joined record in the condition. You can also specify the pre-edit record with the Old Record option in this column. See Referencing Old (Pre-edit) Values in a Workflow.
   Value Field	Name of the field from the List/Record type of the adjacent Record column that you want to compare to the Field column. You are required to specify a value for this field when a checkbox field is specified in the Field column and a Compare Type of equal or not equal is selected. If you do not enter a value for checkbox fields with the equal compare type, an alert appears and the condition row cannot be added. You cannot enter a value for this field for the following compare types: empty not empty checked not checked

6. Click Add.

   Note:

   You can also use the Insert button to insert the condition into an already existing list of conditions, or select the condition and click Remove to delete the currently selected condition.

7. Click Save to save the condition and return to the workflow definition, action definition, or transition definition pages.

Related Topics

Working with Conditions

Defining a Condition with Expressions

Defining a Condition with Formulas

Condition Examples

General Notices