You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

To create approval with condition, go to Process Management > Algorithms and Processes > User Defined Conditions:


User Defined Conditions can be applied to the stages of approval processes, to users and their roles, to link the process to a specific document:


To create user defined condition, open Algorithm and Add Condition Point:


Put Description as shown:


Create a Condition, which is linked to a point on the algorithm:


The condition is assigned to a specific object:


Set the condition using the attributes of the current document:


As a Condition is saved, then it appears in the Algorithm diagram:


Create an event for the value "YES":


Create a Point of Algorithm:


And define Action for this Condition:


As Point and Action are defined, they appear on the diagram:


Assign a new algorithm to the new period (Process Management > Assigned Algorithms):


In a document (Purchase Order) there is just one approval, as condition is not satisfied:


When the condition is met, two steps of approval appear:


Thank you for a being a FirstBIT customer!



  • No labels