Configure a Conditional Expression

To configure a conditional expression for your process, do the procedure in this topic.

Examples

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Video: eForms with SharePoint - Part 4

Video: Configure a Condition Activity

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Common Common icon tab.
      2. On the Common Common icon tab, drag the Condition Condition icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. On the Condition Builder screen, in the Display Name field, enter the activity name to show in your process.
  2. (Optional) In the Description field, enter more than one line of text description for your activity.
  3. (Optional) In the Else connector shows on field, select the location and direction of the else arrow.
  4. Do one of these as necessary:
    • Click Outgoing Sequence Shows On Left Outgoing Sequence Shows On Left icon to specify the direction of the outgoing arrow in left.
    • Click Outgoing Sequence Shows On Right Outgoing Sequence Shows On Right icon to specify the direction of the outgoing arrow in right.
  5. To configure a rule, in the IF field, enter your rule name.
  6. To specify your rule, click Edit Edit icon.
  7. Do one of these as necessary:
    • To create a simple rule, do this procedure.
      1. On the Build Basic Query screen, in the Rule Variable field, enter the variable name, or drag a process data variable from the Process Data screen.
      2. In the Operator field, select the operator to compare the values in your logical expression.
        Field Name Definition

        Operator

        Function:
        Lets you select the operators for a logical expression.
        Accepted Values:
        Data Type Expression Operators

        String

        , ==, StartsWith, EndsWith, Contains, !=, Does Not Contain Data, Contains Data

        Bool

        ==

        Date Time

        , ==, >, >= , <, <=, !=

        Number

        , ==, >, >=, <, <=, !=

        Default Value:
        None
        Example:
        Refer to:
      3. In the Rule Value field, enter the value to compare, or drag a process data variable from the Process Data screen.

        For Example:

        IF RequestedAmount <= 25000
      4. Click Validate Validate icon to make sure the rule is correct.
      5. (Optional) Click Add Add icon to add a condition that can be connected to the previous expression with a logical AND or OR operator.

        For Example:

        IF RequestedAmount <= 25000 OR Department == Sales
      6. Click Preview Preview icon to see the preview of your rule.
      7. (Optional) Click Subcondition Subcondition icon to add a statement that adds a subordinate condition to a rule.
      8. Click Back Back icon to save your rule and go back to the Condition Builder screen.
      9. (Optional) To add more rules, click Add New Rule Add New Rule icon, and repeat the procedure to specify a rule.
    • To create a complex rule, do this procedure.
      1. On the Build Basic Query screen click Build Advance Query Build Advance Query icon.
      2. On the Build Advance Query screen, in the Bracket field, select the opening bracket to create complex expressions.
      3. In the Rule Variable field, enter the variable name, or drag a process data variable from the Process Data screen.
      4. In the Operator field, select the operator to compare the values in your logical expression.
        Field Name Definition

        Operator

        Function:
        Lets you select the operators for a logical expression.
        Accepted Values:
        Data Type Expression Operators

        String

        , ==, StartsWith, EndsWith, Contains, !=, Does Not Contain Data, Contains Data

        Bool

        ==

        Date Time

        , ==, >, >= , <, <=, !=

        Number

        , ==, >, >=, <, <=, !=

        Default Value:
        None
        Example:
        Refer to:
      5. In the Rule Value field, enter the value to compare, or drag a process data variable from the Process Data screen.

        For Example:

        IF RequestedAmount <= 25000
      6. In the Bracket field, select the closing bracket.
      7. Click Validate Validate icon to make sure the rule is correct.
      8. (Optional) Click Add Add icon to add a condition that can be connected to the previous expression with a logical AND or OR operator.

        For Example:

        IF RequestedAmount <= 25000 OR Department == Sales
      9. Click Preview Preview icon to see the preview of your rule.
      10. Click Back Back icon to save your rule and go back to the Build Basic Query screen.
      11. (Optional) To add more rules, click Add New Rule Add New Rule icon, and repeat the procedure to specify a rule.

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