Advanced workflow provides two types of steps that split a workflow process based on multiple conditions - multi-choice and first win.

 

Adding a multi-choice step

 

The multi-choice step allows you to define a set of cases that will be automatically evaluated when a document reaches the step. If a matching case is found, the workflow process continues to the step connected with the matching case's source point. If more than one matching case is found, the system lets the editor choose from the matching cases. If no matching case is found, the process continues through the else branch.

 

1. Drag and drop the Multi-choice step from the toolbar onto the grid.

 

2. Connect a step to the entry point (green).

 

3. Connect the else source point (red) with another step.

 

4. Define cases.

 

5. Connect the cases' source points with other steps.

 

Adding a first win step

 

The first win step allows you to define a set of cases that will be automatically evaluated when a document reaches the step. If a matching case is found, the workflow process continues to the step connected with the matching case's source point. After the system finds the first matching case, it doesn't evaluate the other cases.

 

1. Drag and drop the First win step from the toolbar onto the grid.

 

2. Connect a step to the entry point (green).

 

3. Connect the else source point (red) with another step.

 

4. Define cases.

 

5. Connect the cases' source points with other steps.

 

Defining cases

 

1. Set the number of cases that you want to evaluate.

 

•Click Add new case (plus sign) to add a new case.

•Click Delete case (a cross next to the particular case) to delete an unneeded case.

 

2. Give names to the cases.

 

a.Double-click a case name.

b.Type in a new name.

c.Press Enter to save the name.

 

3. Define conditions that will be evaluated.

 

a.Click Edit case properties (pencil icon).

b.Enter the condition into the Condition field.

 

4. (Optional) Configure additional parameters:

 

•User action button parameters

•Roles and users who will be able to move a document through particular cases