Conditions allow you to control whether an object is moved to a certain state or if an action will be performed. This is done by using fields, formulas, and workflow states to create a formula with parameters that must be met before the transition or action can occur. For more information on formulas, see the following articles:
Your company has a policy that severe incidents must skip the typical review process and must be investigated immediately. As such, for the Incident object type workflow, you create a condition on the Submit for Review trigger that if the “ Severe” option has been chosen on the Incident Severity select list, the object is automatically transitioned to the Investigation Required state once the Submit for Review trigger is clicked on a form.
To add a condition on a transition:
Ensure the state,
trigger, and transition you wish to add the condition to have already been created and configured prior to following the steps below.
From the Edit Workflow page, click a trigger to open the Edit Trigger palette.
Click the icon next to the transition.
Click Add Condition.
Optional: Enter a name for the condition in the Name field. Conditions are named Default Condition Formula by default.
Click Add Variable.
Select either Field,
Relationship, or Reference from the Variable Type dropdown menu.
If you selected
Choose a field or formula from the Available Components dropdown menu.
The options in this dropdown are fields or formulas added directly to the object type.
Relationship or Reference
Select a relationship or reference saved to the object type from the Relationship orReference dropdown menu.
Select a field, formula, or workflow state from the Available Components dropdown menu. These are the fields, formulas, or states saved to the object type(s) in the relationship or reference.
Select a variable sub-type from the Sub Type dropdown menu to specify how the data from multiple objects will be compiled or calculated. See the Field & Formula Variablesand/or Workflow State Variables sections of the Variables,
Operators & Functions article for more information on the available sub-types.
Optional: Enter a name for the variable in the Name field. By default, the unique ID of the field or formula is automatically populated.A new condition formula.
Fields can be added to formulas only if they’ ve been added directly to the object type or if they’ re saved to an object type associated through a relationship or reference. Only numeric fields, date fields, and select lists with numeric values added to their options are accepted in formulas. See the Fields category for more information.
Naming a variable after a function will result in an error.
Optional: Enter a description for the formula in the Description field.
Optional: Select the Treat empty values as Null checkbox if objects with blank variables should not be assigned a zero (0) value. Read more here: Null Values in Formulas.
Continue adding variables by following steps 5-9 above. To remove a variable, click the icon beside the variable.
Using the variable name(s), enter a formula, including any operators and/or functions, in the Formula field (e.g., INCIDENTSE==3)). Read more here: Variables,
Operators & Functions.