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Workflows Overview

40 bytes removed, 18:35, 23 May 2019
Workflow Condition
Note: because the sequence in which the system accesses each connector is not configurable it is important that the conditions are mutually exclusive. For example, if you have 3 connectors for different paths based on a particular value the conditions could be:
* *:::::* "@Selection@"="Yes"*:::::* "@Selection@"="No"*:::::* "@Selection@"!="Yes" and "@Selection@"!="No"*:::::* The last statement could also be represented as "@Selection@" not in ("Yes","No")
You can also use MySQL syntax to perform calculations within the Condition:
*:::::* date_format(now(),"%d")="01"*
This condition will be true only on the 1st of the month. This could be used with a Recurring Workflow that loops daily if you wish to send out a summary e-mail on the 1st of every month.
Three connectors are set up on a workflow task with conditions of:
 
* ''"@typeid@"="12345"'',
* ''"@typeid@"="45678"'' and
* ''"@typeid@"="67890"'', respectively
Alternatively, connectors with the following conditions could be set up:
 
* ''"@typeid@"="12345"''
* ''"@typeid@"!="12345"'' (not equal to "12345"), and
* ''"@typeid@" NOT IN ("12345","45678")'', respectively
'''2. Each condition must be mutually exclusive from every other'''
* ''"@typeid@" in ("12345","45678") AND "@statusid@" in ("888","999")'' and
* ''"@statusid@" in ("888","999")''
The issue here is that both statements [[Boolean Operators|evaluate]] as '''true''' if the statuses on the record triggering the workflow have a statusID of 888 or 999.
* ''"@typeid@" in ("12345","45678") AND "@statusid@" in ("888","999")'' and
* ''"@typeid@" not in ("12345","45678") AND "@statusid@" in ("888","999")''
This configuration satisfies Rule #2, in that the conditions are now mutually exclusive. However, a third connector must be included, with the following condition, which connects to the "Complete" task, in order to satisfy Rule #1 above:
* ''"@statusid@" not in ("888","999")''
With these three connectors configured, the workflow will:
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