Gathering Information for Condition Steps

Condition steps are logic steps, such as AND and OR, that are used for complex workflow processing. Table 2-3. Condition workflow checklist provides a checklist of items to consider as you define the condition steps for a workflow.

Table 2-3. Condition workflow checklist

Done

Condition Step Check Item

Example
 

What is the name of this workflow step?

  • AND

  • OR
 

What is the status of the request at this workflow step?

  • On hold

  • New

  • In review
 

What are the transitions from this workflow step?

  • Succeeded

  • Failed
 

Who (or what group or token) owns this workflow step?

  • Security group

  • User

  • Standard token

  • User-defined token
 

What event triggers the notification?

  • The process reaches the workflow step

  • A specific result is achieved
 

Who or how many receive the notification?

  • Email address (group alias)

  • Security group
 

What is the notification message?

  • Test complete

  • Approval required
 

Use this workflow step as a timeout? If yes, then for how long?

  • 1 day

  • 2 days
 

Are you using segregation of duties?

  • Based on the workflow owner?

  • Based on the workflow step?