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 Fire On action is executed.
Add User Group
Select one or more user groups. Click Remove User Group 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