Workflow:Condition

Conditions are tests that appear in certain types of rules and evaluate to either "Yes" or "No". They are the basis for making decisions in processes.

When a rule has multiple conditions, they are combined using Boolean logic:

• And - Both conditions must be met.
• Or - At least one condition must be met.

When complex logic is needed, you can also indent (place parentheses around) conditions to control the order in which they are combined. For example, a OR b AND c can be written as either a OR (b AND c) or (a OR b) AND c, both of which have different meanings.

Expression

This is the most common type of condition, also the most flexible. It simply consists of an expression that can refer to any asset in the process.

The condition is met when the expression evaluates to "Yes".

Custom Field

This condition gets the value of a custom field on an asset and compares it to the result of an expression. Only certain types of assets are supported.

You can choose the type of comparison that determines when the condition is met:

• Field is equal to the expression
• Field is not equal to the expression
• Field is less than the expression
• Field is less than or equal to the expression
• Field is greater than the expression
• Field is greater than or equal to the expression

Document

This condition queries the documents on a matter, contact or workgroup against certain criteria.

You must specify a document type that is the subject of the query. You can then test for the following:

• Is present - The condition is met if any documents match the criteria.
• Is absent - The condition is met if no documents match the criteria.
• Appears once - The condition is met if only one document matches the criteria.
• Appears multiple times - The condition is met is two or more documents match the criteria.
• Is present and finalised - The condition is met if any finalised documents match the criteria.
• Is present but not finalised - The condition is met if any documents which are not finalised (i.e. draft) match the criteria.

Depending on the source, you can also broaden the query to include:

• Documents on client contacts
• Documents on related matters
• Documents on matters (where the contact is a client)
• Precedents inherited from parent workgroups

Ledger Balance

This condition checks the balance on a ledger (or account) and compares it to the result of an expression.

You can choose the type of comparison that determines when the condition is met:

• Balance is equal to the expression
• Balance is not equal to the expression
• Balance is less than the expression
• Balance is less than or equal to the expression
• Balance is greater than the expression
• Balance is greater than or equal to the expression

You can also choose the type of balance (e.g. current, forecast).