General Workflow Routing template
Use this server-side business rule template to determine the next workflow transition by comparing an element to a value.
These parameters are displayed on the Parameters tab of the Edit Business Rules screen.
- BOb Type
- Select the type of document for which the routing rule applies. The list is completed based on the exit fire on selected.
- Element
- Select an element. This element is compared against the value using the operator.
- Operator
- Select the arithmetic operator.
- Value
- Specify a value. The type of value is determined by the type of element selected, for example, for currency type elements, the currency format list is displayed.
- 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.
Note: If a line item BOb type is selected, then the rule is executed for all line items. In other words, the rule executes to true if it is true for any of the line items.
- 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.
Examples of general workflow routing business rules
These examples, Total Expenses Less Than Amount and Document Has Exceptions, the General Workflow Routing template is used to specify the same exit fire on, , using the OR logical operator. Therefore, if the expense report has a totalExpense which is less than 100, or the document has exceptions, then route it to Manager Review; otherwise, route it to Audit. Audit is the normal transition which is defined by the activity transition on Submit. Either business rule can be defined first. The execution stops if the first one executes true.
Example 1: Total expenses less than amount
You can create a business rule for determining if the total expenses are less than a specified amount. This example shows the possible values for this business rule.
General workflow routing fields
This table shows the values for fields:
| Field | Value |
|---|---|
| Name | Total Expenses Less Than Amount |
| Status | Active |
| Fire On | Route on ER Submit |
General workflow routing parameters
This table shows the values for parameters:
| Parameter | Value |
|---|---|
| BOb Type | Expense Report |
| Element | totalExpense |
| Operator | < |
| BOb Type | Expense Report |
| Value | 100, US Dollar |
| To Activity | ER Audit (Expense Report) |
Example 2: Work item has exceptions
You can create a business rule for determining if the document has exceptions. This example shows the possible values for this business rule.
General workflow routing fields
This table shows the values for fields:
| Field | Value |
|---|---|
| Name | Work Item Has Exceptions |
| Status | Active |
| Fire On | Route on ER Submit |
General workflow routing parameters
This table shows the values for parameters:
| Parameter | Value |
|---|---|
| BOb Type | Work Item |
| Element | exceptions |
| Operator | = |
| BOb Type | Expense Report |
| Value | 1 A value of 1 means the document has exceptions. |
| To Activity | ER Manager Review (Expense Report) |