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Defining conditions for starting a process

Updated on November 22, 2021

Ensure that a process starts only when needed in a business case by defining conditions for running the process. By starting processes conditionally, you save time because customer service representatives (CSRs) perform only relevant tasks.

For example, you can start a process of reviewing a job application only if the location of a candidate matches your current business needs.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the Case life cycle section, click a process.
  3. In the Process property panel, on the General tab, define the conditions to start the process:
    Always start a process
    1. In the Start process (otherwise skip) list, select Always.
    Custom condition
    1. In the Start process (otherwise skip) list, select Custom condition.
    2. Next to the Start process (otherwise skip)list, click the Configure conditions icon.
    3. In the Configure condition window, select a condition, a comparator, and a value to compare with the condition.
      For example: Case status is equal to New
    4. Optional: To add more conditions, click Add a row, and then repeat the substep 3.c.
    5. Optional: To group the conditions, select comparators from the list.
      For example: To make only one condition compulsory, from the list, select OR.
    6. Click Submit.
    Existing condition
    1. In the Start process (otherwise skip) list, select Existing condition.
    2. In the list of conditions, select a condition, and then define whether the process starts when the condition is true or false.
  4. Click Save.
Result: At run time, the system evaluates the conditions and starts the process when the conditions return true values.

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