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


Condition Step Check Item



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