Group-Based Workflow Routing template
Use this server-side business rule template to determine the next workflow transition based on group membership.
These parameters are displayed on the Parameters tab of the Edit Business Rules screen.
- User Group in
- Select IN or NOTIN to filter the selected user groups. This controls what groups to route the documents after the action is executed.
- Add User Group
- Select one or more user groups. Click to remove a user group from the list.
- To Activity
- Select the activity where the document is to be routed if the rule executes successfully. This list is completed based on the exit fire on selected.
- External Key
- Optionally, specify a unique ID. If your company uses the Expense Management Import tool to populate the Expense Management database, external keys are imported into the database automatically. See the Infor Expense Management System Administration Tool User Guide.
Example
Use to create a business rule for determining that documents of the members of the ER and Default Groups will route to Accounting review when submitted. This example shows the possible values for this business rule.
Group-based workflow routing fields
This table shows the values for fields:
| Field | Value |
|---|---|
| Name | ER and Default Groups |
| Status | Active |
| Fire On | Route on ER Submit |
Group-based workflow routing Parameters
This table shows the values for parameters:
| Parameter | Value |
|---|---|
| User Group in | Users: Default, US User |
| To Activity |