Decisional action will execute one of the many branches configured, depending on whether a specified condition is met. If no condition is met, you have the option to define a Default path for the action.
You can add several actions after a decisional and build as many cases as you need. A case configuration consists in defining the condition and its successor branch (called "target"). A target action is an action connected to the Decisional as a successor.
Connecting a target action to the Decisional will automatically generate a case that requires configuration.
The outcome of a case can be True or False, depending on how the condition is evaluated. The value of the evaluation determines the next action target to be processed within the flow.
The process will only consider the first True evaluation, continuing the process on the correspondent target branch. All other cases will be ignored once the first True evaluation of a case is met.
Go to the Process Designer section and open a new or an existing process. Actions configuration can be performed once they are dragged and dropped on canvas from the Toolbar.
Step 1: Drag the Decisional action from Toolbar and drop it on canvas; click on the action to open the Properties Panel.
Step 2: You can edit the action name.
Step 3: If there is at least one target action connected, you will see in the Properties Panel a case generated that requires configuration (not set).
Click on it to go to the case configuration steps.
If there are no target actions connected to Decisional, you will see a message displayed in Properties Panel guiding you to "Please connect one or more actions to start configuring your cases."
Step 4: Case configuration
- Name: set a name for you case; it will be also displayed on the connector going to this case's target action to easily identify the branches.
Advanced Filtering Builder: you can add here either a condition or a group
Once you press "Add condition", an expression will be displayed where you will need to define:
- Operand 1 (left): click on "+" icon and a process variables list will open; select the process variable to be compared;
- Criteria Operator: click to select operator;
- Operand 2 (right): you can either fill in a hard-coded value (e.g. 1000, Name etc.) OR select another process variable to be used as an operand;
- Logical operators: conditions can also use logical operators, to join together multiple expressions and build complex conditions. On click, you can switch between AND to OR operators.
When adding a condition or a group, please consider that “AND has priority over OR in evaluating conditions or groups”.
Please see below the variable/conditions matrix for dynamic conditions:
Once you have created a group, you can:
- Rename it
- Add new conditions to the group or Drag & Drop here previously created conditions
- Add a subgroup
- Ungroup: this action will delete the group, but the conditions will be kept and placed outside the group
- Delete group: this action will delete the group and the conditions contained in the group
3. Target: select from the list the go-to action that will be processed within the flow when the specified condition is met. The target list will include only the actions connected to the Decisional as successors.
The actions already assigned as target in previous cases will no longer be available in the list when configuring a case.
Step 5: Defining a Default case is essential for this configuration. When none of the conditions defined in cases is met, you have to option to set the behavior of the Decisional action:
- Stop the flow - no configuration is needed, this will be the default option in Properties panel.
2. Optional: Set a default path (a target action that will be processed only when no above condition is met) - the target action for the default path must be connected on canvas to Decisional as shown below. Once connected it will be automatically displayed in Default path configuration.
Once the target action for Default path is connected it will be automatically displayed in configuration:
This is an example of how decisional action may look on the canvas: