Defining the matrix rules

To create the matrix definition:

  1. Click the Definition tab in the right-hand panel.
  2. Click PARAMETERS TO CHECK and select several parameters.
    For each parameter, a column with the same name as the parameter name is added in the Conditions section. You can create comparison conditions for these parameters in each column.

    Columns are added in the same order as the order in which the parameters are selected. Optionally, reorder the columns using the right and left arrows. These arrows are displayed when you hover over the column name.

    The Actions section contains the Distribution column in an approval matrix. You can edit the distribution for each row of conditions.

    See Editing the actions for an approval matrix.

    The Actions section contains the parameters to be set in a decision matrix. You can specify values for the output parameters for each row of conditions.

    See Editing the actions for a decision matrix.

  3. Click +Add to add rows to the matrix.
  4. For each row, edit each cell and specify a condition.
    Conditions that are specified on the same row are joined by logical AND for evaluation. If all conditions on a row evaluate to True, the distribution element that is specified for this row is added to the approval chain.
  5. You can leave one cell blank. Consequently any value for this input parameter is accepted. In this case, this cell always evaluates to True.
  6. Specify one comparison condition. Click inside a cell and specify an operator and a value. Use the conditions builder to get help with the syntax of various conditions:
    1. Click Edit at the left side of the cell to open the condition builder overlay.
    2. Select the condition type and specify the condition elements.
    3. To close the condition editor overlay, click the cell again or click outside the overlay.
  7. Edit the matrix rows in these ways:
    • Select one row to apply these actions: Duplicate, Move Row Up, Move Row Down
    • Select one or more rows to apply the action: Delete
  8. Save the matrix definition and re-submit the definition for approval.