Sequential Condition Setup
Sequential Conditions in the Workflow Management module allow you to set up a series of logical evaluations, where conditions are checked in sequence. This feature is ideal for determining actions based on multiple criteria, executing different actions depending on the order and outcome of these evaluations.
Overview
Sequential Conditions involve evaluating multiple conditions in a specified order. Each condition is checked one after the other, and when a condition evaluates to true, its associated action is executed. This setup is useful when you need to handle various scenarios with specific actions based on sequential logical checks.
Configuring Sequential Conditions
Basic Sequential Condition
To configure a basic sequential condition:
- Title: Assign a descriptive title to your sequential condition setup.
- Description: Provide a summary of what the sequential condition does and its intended use.
- Conditions: Define each condition with its logic and specify the action to be taken if the condition is met.
Example:
- Title: Department Email Condition
- Description: Send an email based on the user's department.
- Conditions:
- First Condition:
- Logic:
department === 'finance' - If Block: Send an email from the finance email address.
- Logic:
- Second Condition:
- Logic:
department === 'management' - If Block: Send an email from the management email address.
- Logic:
- Third Condition:
- Logic:
department === 'survey' - If Block: Send an email from the survey email address.
- Logic:
- First Condition:
Complex Sequential Condition
For more advanced scenarios, configure a complex sequential condition by combining multiple criteria using logical operators.
- Title: Provide a descriptive title for your complex sequential condition.
- Description: Describe the complex logic and outline the actions to be taken.
- Conditions: Define each condition with its combined logic and specify the corresponding actions.
Example:
- Title: Complex Department Email Condition
- Description: Send an email based on both department and user status.
- Conditions:
- First Condition:
- Logic:
department === 'finance' && status === 'active' - If Block: Send an email from the active finance email address.
- Logic:
- Second Condition:
- Logic:
department === 'management' && status === 'inactive' - If Block: Send an email from the inactive management email address.
- Logic:
- Third Condition:
- Logic:
department === 'survey' && status === 'active' - If Block: Send an email from the active survey email address.
- Logic:
- First Condition:
Validating and Testing Sequential Conditions
After setting up your sequential conditions, it’s important to validate and test them to ensure they function as expected:
- Review Configuration: Ensure all conditions and actions are correctly configured.
- Trigger Conditions: Simulate different scenarios to confirm that the correct conditions are evaluated and appropriate actions are taken.
Testing Example:
- First Condition Activation: If a user's department is finance, ensure that an email is sent from the finance email address.
- Second Condition Activation: If a user's department is management, ensure that an email is sent from the management email address.
- Third Condition Activation: If a user's department is survey, ensure that an email is sent from the survey email address.
By configuring and testing sequential conditions effectively, you can create workflows that handle a variety of scenarios based on sequential logical evaluations, ensuring that the appropriate actions are taken according to the specific conditions.