Use these fields and options to specify the conditions under which an action will take place.
| Field | Description |
|---|
| Column
|
This field lists all the columns (fields) in the hub that you selected. Select the field to which you want to apply the workflow condition. Project Summary columns are also included in this list.
|
| Operator
|
Select the appropriate operator for the workflow condition. For example, if you are creating a workflow for your employees' tenth anniversary, select
equals in this field and then enter
10 in the
Value field. Or, if you want to be alerted when fields that were empty now contain information, select
not empty in this field.
If you selected a date column in the
Column field, additional date operators such as
Month is,
This Week, and
Last Days are available.
- The date operators that begin with "in" (such as
In Months) trigger the workflow one time, x days (or weeks, or months) before that date. For example, an alert is sent once when the Project Estimated Completion is in exactly 30 days.
- The date operators that end with "ago" (such as
Weeks Ago) trigger the workflow one time, x weeks (or days, or months) after the date. For example, an alert is sent once exactly two weeks after the Project Estimate Completion has passed.
- The date operators that begin with "Next" and "Last" (such as
Next Days,
Last Month) cause an alert to be sent every time that the workflow process fires. For example, an alert is sent to the user daily when the Project Estimated Completion date is within the next 30 days. The email would continue to be sent every day until the Project Estimated Completion date is reached or you change it to a date outside of the range specified.
|
| Value
|
Use this field in conjunction with the
Operator field to set the condition. Choices available here depend on the column that you selected. For example, if you select
HireDate in the
Column field, this field contains a pop-up calendar from which you can select a date. Or, if you select
EM.Vendor, this field contains the
Vendor lookup list.
In some cases, you enter the value directly.
If you selected
empty,
not empty,
has changed, or
has not changed in the
Operator field, this field is not applicable.
|
| AND/OR
|
Use this field to define the conditions more completely. Deltek recommends that you select either all ANDs or all ORs in these fields.
|
