Conditions Dialog Box (Scheduled Workflows)

When you set up a workflow, you specify the conditions under which the action will take place. You do this on the Conditions dialog box. Vision looks at the conditions in the order in which you specify them on this dialog box. Use the Move Up and Move Down arrows to arrange them in the correct order.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Workflow > Scheduled Workflows.
2. In the Conditions field on the Scheduled Workflow form, click .

Contents

Field	Description
Column	This field lists all the columns/fields in the Info Center 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	Use this field to set the conditions of the workflow by selecting the appropriate operator. For example, if you are creating a workflow for your employees' tenth anniversary, you would select equals in this field, and then enter 10 in the Value field. Or, if you wanted to be alerted when fields that were empty now contain information, you would select not empty. If you selected a date column in the Column field, additional date operators are available, such as Month is, This Week, and Last Days. The date operators that begin with "in" (such as In Months) will trigger the workflow one time, x days (or weeks, months) before that date. For example, an alert would be sent once when the Project Estimated Completion is in exactly 30 days. The date operators that end with "ago" (such as Weeks Ago) will trigger the workflow once x weeks (or days, months) after the date. For example, an alert would be sent once exactly two weeks after the Project Estimate Completion has past. If you select a date operator that begins with "Next" and "Last" (such as Next Days, Last Month) an alert would be sent every time the workflow process is fired. For example, an alert would be sent to the user daily when the Estimated Completion date is within the next 30 days. The email would continue to be sent every day until the Estimated Completion date is changed to a date outside of the range, or on the day of the Estimated Completion date.
Value	Use this field in conjunction with the Operator field to set the condition. Depending on the column you selected, this field displays the appropriate shortcut menu. For example, if you select HireDate in the Column field, this field will contain a pop-up calendar from which you can select a date. Or, if you select EM.Vendor, this field will contain the Vendor lookup list. In some cases, you would enter the information. If you selected either empty, not empty, has changed, or has not changed in the Operator field, this field is not applicable.
Expression	When you select this option, Vision displays the SQL Expression Builder dialog box, which allows you to build an SQL expression for the event. Build expressions when the basic Conditions fields are not enough.
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.