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titleClick here for Example 2

Example 2:

You are designing an Expense Report workflow that has a total of 3 steps. Steps 2 (Manager Approval step) and step 3 (Accounts Payable step) are Linked 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 shown in the image. The dropdown for the current step value displays the linked steps as choices.

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

The image shows what the user sees when the workflow navigates to the Accounts Payable step.

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titleClick here for Example 3

Imagine a form with 3 fields named Name, Status and Money.

Rule Requirement: If the Name field contains "John" and the Status field contains "satisfied" then prepopulate the Money field with 50000.00 else populate the Money field with 1000.00.

One way to write this rule in JavaScript is to use nested if statememts:

Code Block
languagejs
if(Name.value=='John')
{
	if(Status.value=='satisfied')
	{
		Money.value=50000;
	}
}
else
{
Money.value=1000;
}