Condition activity

An activity that specifies a rule that directs a process based on the analysis of one or more input values. You can create simple rules based on logical operators (>, <, =, !, and so on), or complex logical expressions.



Configure the Condition activity

To configure the Condition activity, do the procedure in this topic.

Video: eForms with SharePoint - Part 4

Video: Configure a Condition Activity

Video: Getting Started Training Video

Video: Adding Condition Activities

Examples

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. Complete the fields on the Condition Builder screen.

    For more information, refer to Configure a Conditional Expression.

  2. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

Condition Builder

Specifies a conditional expression that directs your process based on the result.



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

ELSE Connector Shows On

Function:
Specifies the location and direction of the Else arrow.
Accepted Values:
  • Bottom
  • Top
Default Value:
Bottom

Incoming Sequence Shows On

Function:
Specifies the location and direction of the incoming arrow.
Accepted Values:
  • Bottom
  • Left
  • Right
  • Top
Default Value:
Left

Outgoing Sequence Shows On Left Outgoing Sequence Shows On Left icon

Function:
Specifies the direction of the outgoing arrow is left.

Outgoing Sequence Shows On Right Outgoing Sequence Shows On Right icon

Function:
Specifies the direction of the outgoing arrow is right.

If

Function:
Specifies a name for a rule in your condition.
Accepted Values:
One line of text that can have spaces.
Default Value:
Rule Name 1
Example:
Refer to:

Else

Function:
Manages all values not included in the other If conditions.
Example:
Refer to:

Edit Edit icon

Opens this Screen:
Condition Builder screen
Function of this Screen:
Creates or changes logical rules. You can put one statement inside another statement to create complex logical expressions.

Add New Rule Add New Rule icon

Function:
Lets you to add more than one rule.

Condition Builder > Build Basic Query

Creates or changes logical rules. You can put one statement inside another statement to create complex logical expressions.



Fields

Field Name Definition

Condition Name

Function:
Specifies a name for your rule.
Accepted Values:
Read only.
Default Value:
Rule Name 1

Build Advance Query Build Advance Query icon

Opens this Screen:
Condition Builder screen
Function of this Screen:
Creates or changes logical ruless. You can put one statement inside another statement with brackets to create complex logical expressions

Validate Validate icon

Function:
Makes sure the rule is correct.

Preview Preview icon

Function:
Shows the preview of your rule.

Rule Variable

Function:
Specifies the value to analyze.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

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:

Rule Value

Function:
The value for the data variable.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Add Add icon

Function:
Specifies another expression that can be joined to previous expression using the logical AND or OR operator.
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.

Subcondition Subcondition icon

Function:
Creates the statement that is a condition of a parent statement.

Delete Delete icon

Function:
Deletes the selected item.

Back Back icon

Function:
Saves your rule and goes back to the Condition Builder screen.

Condition Builder > Build Advanced Query

Creates or changes logical ruless. You can put one statement inside another statement with brackets to create complex logical expressions.

Screen



Fields

Field Name Definition

Condition Name

Function:
Specifies a name for your rule.
Accepted Values:
Read only.
Default Value:
Rule Name 1

Build Basic Query Build Basic Query icon

Opens this Screen:
Condition Builder screen
Function of this Screen:
Creates or changes logical rules

Validate Validate icon

Function:
Makes sure the rule is correct.

Preview Preview icon

Function:
Shows the preview of your rule.

Bracket

Function:
Opening and closing brackets are used to create complex expressions.
Accepted Values:
  • { .. }
  • {{ .. }}
  • {{{ .. }}}
  • {{{{ .. }}}}
  • {{{{{ .. }}}}}
Default Value:
None

Rule Variable

Function:
Specifies the value to analyze.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

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:

Rule Value

Function:
The value for the data variable.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Add Add icon

Function:
Specifies another expression that can be joined to previous expression using the logical AND or OR operator.
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.

Delete Delete icon

Function:
Deletes the selected item.

Back Back icon

Function:
Saves your rule and goes back to the Condition Builder screen.