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Info

This version of the Visual Rule Builder does not currently support screenflows that use the Navigation toolbar to move back and forth between screenflow steps.

Examples

 


Expand
titleClick here for Example 1

Example 1:

You are filing designing a weekly Time Sheet that has fields where the user must enter the From and To dates for the reporting period.

Rule Requirement: If the date entered in Period To is equal to or earlier than the date entered in Period From field show this error message "Must be after From Date"

The Condition and Action wizards for this rule are show in the image.

This is how the rule displays in the Rule Builder tab.

If the user enters 3/7/2017 or a date before 3/7/2017 in the Period To field the error message displays.

Expand
titleClick here for Example 2

Example 1:

You have are designing an Expense Report workflow that has 3 steps:

  • Step 1 is filled in by the employee. When it is completed, the flow is routed to the employee's manager for Approval/Rejection
  • Step 2 is performed by the Manager. If the Manager approves, the workflow is routed to the Accounts Payable group for final processing.
  • Step 3 is performed by the first person in the Accounts Payable group to click the perform icon on their Task List for this workflow.

Rule Requirement: The section named Accounts Payable Only should only show if the workflow is on the Accounts Payable step. It should not be visible when the workflow is on the steps performed by the employee or the manager.

The Condition, Action and Else Action wizards for this rule are show in the image.

This is how the rule displays in the Rule Builder tab.

If the user enters 3/7/2017 or a date before 3/7/2017 in the Period To field the error message displays.