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Configure conditional decisions in a workflow

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Use the following procedure to configure the properties of a conditional decision.

A conditional decision is a point where a workflow divides into two branches. To configure a conditional decision, right-click the conditional decision in the workflow editor, and then select Properties to open the Properties form.

Name a decision

Follow these steps to enter a name for a conditional decision.

  1. In the left pane, select Basic Settings.
  2. In the Name field, enter a unique name for the conditional decision.

Set conditions

The system determines which branch to use by evaluating the submitted document to see if it meets specific conditions.

  1. In the left pane, select Basic Settings.

  2. Select Add condition.

  3. Enter a condition.

  4. Enter additional conditions, if needed.

  5. To verify that the conditions you entered are configured correctly, complete the following steps:

    1. Select Test to open the Test workflow condition form.
    2. Select a record in the Validate condition area of the form.
    3. Select Test. The system evaluates the record to see if it meets the conditions you defined.
    4. Select OK or Cancel to return to the Properties form.