Configuring Criteria

Defining criteria is the major part of the condition creation process, as a condition in general is a combination of criteria that conclude whether a transition can be executed.

When you click Configure in the ADD CONDITION screen and select Simple (while Creating a Condition ), the following window appears, where you can define the trigger field, corresponding operator and input value (as applicable) in the following fields:

• Field - Select a field on which the condition is to be applied.

  Note: The values in the drop down list are the fields corresponding to the selected module.

• Operator - Select the operation or comparison methodology to be applied. You can choose any of the following possible operators:

  • Is empty
  • Is not empty
  • Is
  • Isn't
  • Role is
  • Date related operators (like, Yesterday, starting tomorrow, last month, this week and so on)
  • Numeric operators (like, !=, >=, >, between and so on)
  • String operators (like, contains, starts with, ends with and so on)
  Note: The operators displayed vary with respect to the field chosen.

• Value - Enter the field input for which the condition applies.

  Note: The applicability of this field depends on the operator set. For example, if the operator is set to 'Is empty' this field is not applicable.

Example: A sample criterion configuration is shown in the screenshot below.

Here, the configured transition is executed only for the records whose Subject is not 'Test'. The criteria created is specific to the selected transition. You can use the and buttons to add or delete a record in this window. In case of multiple criteria, you can choose to match all or selected criteria using the Match All and Match Any options.