Defining the Test Condition Workflow Step

Use the CRM Workflows to support a test condition step action that can be added and defined in the CRM Workflow Designer tab. A test condition step provides the ability to create different paths depending upon the outcome of a test condition. One path if the defined test condition is met, and a different path if the defined test condition is not met. Each step is defined separately. Any property or token within the workflow can be tested for a defined value.

To define a CRM Workflow Test Condition step

  1. Select Integration > Integrations.The Integrations list page is displayed.
  2. Click CRM Workflow. The Integration detail page is displayed.
  3. Click the Workflows tab.
  4. Click the Workflow Name. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition Detail View
  5. Click the Workflow Designer tab.
    Note: You can also create aTest Condition step
  6. Click the Setting button for the Test Condition step to define or edit.
  7. Specify this information on the General tab:
    Caption
    The text that displays as a label.
    Delay Duration
    Specify a numeric value for a number of days, hours, or minutes after the previous step to delay before this step is generated.
    Delay Increment
    Select the Days, Hours, or Minutes after the previous workflow step to delay before this step is generated.
    Edit Condition
    Click Edit Condition to define condition criteria that must occur before the step is generated.
  8. Click the Test Condition tab.
  9. Click Edit Condition to define condition criteria that determines the next step in the workflow on the Test Condition tab.
    Note: If when run, the defined condition is true then one step is performed. If the defined condition is not met, then the other defined step is performed.
  10. Click OK.
  11. Create and define next step if the test condition result is true.
    • Click Add icon in the Test Condition step.
    • Click True in the Select a result window.
    • Select the step action to create.
    • Click Settings button to Define the step.
  12. Create and define next step if the test condition result is false.
    • Click Add icon in the Test Condition step.
    • Click False in the Select a result window.
    • Select the step action to create.
    • Click Settings button to Define the step.