Create a Process Condition

Once the process with forms is designed, define which process flow should run based on if/else condition criteria.

1. To add a condition to a process open the Process Builder. Choose + below the Trigger.

   

2. Choose Controls and Events.

   

3. Choose Condition.

   

4. To configure the condition, choose Open Condition Editor.

   

   Process content will contain a list of attributes that have been defined in previous skills. For example: in the screenshot below, you can see attributes from the trigger form. You will use this process content to configure different skills during business process modelling.

5. Edit your branch condition:

   • Set Order Amount from the process content
   • Select is less than
   • Enter 100000 as the value

   

   You have configured your if branch to: if Order Amount is less than 100000.

6. Similarly, add one more condition. Select Add Group.

   

7. In the group section select Any to make it OR conditional group. Select conditions:

   Item	Condition	Value
   Shipping Country	is equal to	India
   Shipping Country	is equal to	Germany

8. Choose Apply to add the condition to the business process.

   You can expand the Summary section to see how the process conditions are designed

   

9. Both If and Default link branches are connected to the Approval Form.

   

   With this process condition, only the sales order above a specific amount will be sent for approval and the rest will be auto-approved.

   You have to add a notification form in the If connection to notify the requester of the auto-approval and terminate the process.

10. To create the new form, choose + below the If.

    

11. Choose Form.

    

12. Choose Blank form.

    

13. In the Create Form window:

    • Enter the Name: Auto Approval Notification
    • Enter a Description: Notification form to inform auto approval of the sales order
    • Choose Create

    

14. Select Open Editor of the form.

    

15. Design the notification form, the same way as in the previous chapter, to send another notification to the requester about auto-approval. Add Layout fields:

    Form Fields	Field Settings with Label
    Headline 1	Automatic Order Confirmation
    Paragraph	Your order has been received and we will send you the details as soon as the order is shipped. You can find the details of your order below, please review and verify your request:
    Paragraph	Your Sales Order Details:

    

16. For all below Input Fields, enter the labels and select the Read Only checkbox.

    Form Fields	Field Settings with Label
    Text	Order Number
    Number	Order Amount
    Date	Expected Delivery Date

17. Add Layout field:

    Form Fields	Field Settings with Label
    Paragraph	Please press the SUBMIT button to acknowledge the order status.

18. Save your work.

    

1. Go back to the process builder and configure the Auto Approval Notification.

2. Select the Auto Approval Notification to configure the General section.

3. In the Subject field, do the following:

   • Enter: Your order
   • Choose: Order Number from Order Processing Form
   • Enter: has been successfully received

4. In the Users section, under Recipients select Process Started By from Process Metadata.

   

5. Select Inputs section and configure the following inputs:

   Form Input Fields	Process Content Entry
   Order Number	Order Number
   Order Amount	Order Amount
   Expected Delivery Date	Expected Delivery Date

6. Choose Save.

   

7. Below Auto Approval Notification, select +.

   

8. Choose Controls and Events.

   

9. Choose End.

   

10. Save your work.

    

This completes the process design with condition criteria that will decide what process flow is executed and whether there will be an auto-approval or a one-step approval route.