Gathering Information for Condition Steps

Condition steps are logic steps used for complex workflow processing, such as AND and OR. Table 2-3. Condition Workflow Checklist provides a configuration consideration checklist to help define your condition steps.

Table 2-3. Condition Workflow Checklist

Complete

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 owns this workflow step?

  • Security Group

  • User

  • Standard Token
 

What event triggers the notification?

  • When the process reaches the workflow step

  • When a specific result is reached
 

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 so, for how long?

  • 1 day

  • 2 days
 

Are you using segregation of duties?

  • Based on owner of the workflow

  • Based on workflow step