Evaluating Tokens and Creating Transitions Based on the Results

Demand Management includes workflow execution steps that you can use to set up data-dependent rules for routing workflow processes. Token execution workflow steps enable a workflow to be routed based on the value of any field within a particular entity.

A token execution workflow step references the value of a given token and uses that value as the result of the workflow step. A transition can be made based on the value stored in the product by using tokens in the execution workflow step.

Create a new execution step source with the field values as defined in Table 7-6. Execution window values for evaluating tokens.

Table 7-6. Execution window values for evaluating tokens

Field Name	Description
Name	Type a descriptive name for the workflow step source.
Workflow Scope	Requests
Reference Code	Accept the default value, or type a different reference code
Execution Type	Token
Processing Type	Manual or Immediate
Validation	Selects or creates a validation that includes all of the possible values of the resolved token. For example, if the token is for the Priority field, use the validation for the Priority field here as well.
Execution	Type the token for the value on which the transition is to be based.
Enabled	Yes

For example, IT needs to send an email notification to the Validate and Approve Requests group if the request priority is High or Critical.

Figure 7-1. Transitioning based on a token

IT decides to use an execution workflow step to automatically evaluate the request priority and route it accordingly. If the request priority is High or Critical, it gets sent to an immediate execution workflow step that then sends a notification to the Validate and Approve Requests group before continuing along the workflow. To accomplish this, an execution workflow step source, Evaluate Priority, is configured with the parameters listed in Table 7-7. Example of execution window values for evaluating tokens.

Table 7-7. Example of execution window values for evaluating tokens

Field Name	Description
Name	Evaluate Priority
Workflow Scope	Requests
Reference Code	Accept the default value, or type a different reference code
Execution Type	Token
Processing Type	Immediate
Validation	CRT - Priority - Enabled
Execution	[REQ.PRIORITY_CODE]
Enabled	Yes