Specifying conditions for steps

Each stage in an object-based workflow can include multiple steps. Each step can include multiple conditions.

The fields of the Add Condition page differ according to whether the condition is a decision package condition or a finance condition.

Decision package and decision package top down conditions can be of different types. The fields of the Add Condition page differ according to the type you select.

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Workflow Configuration.
  3. In Context, click the version to which the step applies.
    The version and its parent configuration set are highlighted. The Workflow Tasks Overview section lists the applications for which planning steps are available, grouped by entity. The number of steps of each type of workflow is displayed, with icons that indicate the status of the steps.
  4. In the Configure column, click the arrow icon of the application to which the planning step belongs.
  5. Select the workbook for which to configure conditions.
  6. Expand the stage that contains the step to which to add conditions.
  7. In the Configure column, click the icon of the step to which to add conditions.
  8. Click New Condition and specify these values:
    Organization
    If, organizations are enabled and the value of the selected account within the selected organization is changed, then the condition is evaluated.
    Account
    If the value of the selected account is changed, then the condition is evaluated.
    Operator
    The operator used to evaluate the condition.
    Value
    The value that is tested by the condition.