The procedure to add a decision building block to a task path workflow is as follows:
- Prerequisite procedural steps are covered separately in the topic To configure the workflow structure of a task path definition. Refer to these before proceeding to step 2.
- With the Path tab activated, use the Version drop-down field to ensure that the correct variant of the task path workflow structure is displayed.
- Using the standard 'drag and drop' technique, transfer a new Decision (
) building block to the design area. The Configure Decision window is displayed.
- Enter a Name for the new decision instance into the field provided
1.
- Where the workflow structure has been defined as a Void Path, activate the Link start date to void date tick box provided, as appropriate, to indicate that the start date for the new decision instance will match the commencement of the asset void episode 2. Use the adjacent Void date type drop-down field to steer the derivation of the commencement date i.e. Void Start Date or Count Back from Void Start Date (entering the Days before void start integer value to control the retrospective launch point).
- Click on New Condition. The Condition Details window is displayed.
- Enter a Description for the new condition into the field provided.
- Choose an Effective from date for this condition criteria i.e. the date on which it came into effect 3.
- Choose an Effective to date if the condition criteria is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the defined decision rules will be continually valid.
- Click on Next. The Condition Criteria window is displayed, ready to define one or more workflow outcome checks within the decision building block. This requisite step is covered separately in the topic Understanding the advanced statement builder.
- Alternatively, where a bespoke SQL stored procedure has been created to execute more complex conditions, activate the Use advanced query tick box provided and enter the Stored procedure name into the adjacent field 4.
- Click on Confirm. The new conditional criteria is displayed in the Conditions summary table, along with the system-generated Else rule, which defines the path to follow in the instance where no other criteria is satisfied.
- Repeat steps 6 through 12 to add further workflow outcome checks to the decision building block, as appropriate 5.
- Click on Confirm. The new decision instance appears in the design area, ready for accurate positioning alongside other related building blocks within the task path workflow structure, together with the logical inter-related connections.
- Click on Save.
Note
1 System validation rules ensure that the name entered for each decision building block is unique for the version in current focus.
2 This option is restricted to those task path definitions that have been classified as a Generic Case and configured with the Void Path attribute.
3 The Effective from date defaults to the current system date and cannot be left blank.
4 Where a stored procedure has been specified, a criteria statement cannot also be defined, and vice versa.
5 A minimum of two workflow outcome checks must be incorporated within a decision building block (including the system-generated Else rule).
See related topics...
Understanding the task path creator
To configure the workflow structure of a task path definition
To add a delay building block to a task path workflow
To add a form building block to a task path workflow
To add a milestone building block to a task path workflow
To add an automatic completion building block to a task path workflow
To add a communication building block to a task path workflow
To join building block components within a task path workflow
Understanding the advanced statement builder
