Process Studio - Workflows - Rule Node Management

  • Updated

Overview

A Rule Node serves as a control and decision point in a Workflow. 

 

 

How It Works

The Rule Node works as follows: 

Merged Steps Validation:

  • Validates whether All or Any (depending on the setup) of the previous steps are completed to activate the rule.

System Event Trigger:

  • (Optional) Waits (listens) for a trigger (system event) to continue with the following actions. (For example: a system event).

Output Path Validation:

  • Evaluates the path conditions and directs the Workflow into the correct Path based on the met conditions.

 

Previous Steps Completion

Users can configure a Rule to control when it can be activated, based on the status of earlier steps.
Users can choose between two setups:

Type Description
All All previous connected steps must be completed before this rule can activate.
Any Any of the previous connected steps must be completed before this rule can activate.

Path

Additionally, users can configure the possible Paths the Rule can have. Each Path represents a possible outcome or branch based on WHEN Conditions. 

A Condition is composed of WHEN conditional blocks. 

  • WHEN the condition is TRUE → the workflow continues through the corresponding path.
  • WHEN the condition is FALSE → the following path condition is evaluated.

For more information on WHEN Conditionals please read: How it works the WHEN Conditional.

For more information on configuring Rule Nodes please read: How to Configure a Rule Node.

How to Configure a Rule Node

To configure a Rule node follow these steps:

25 STEPS

1. To configure a Rule node follow these steps: In the Workflows Editor, locate the Rule node and click on its card.

2. The Rule Editor panel is displayed. Here you can enter or change the rule Name.

3. Now, let's configure the Previous Steps behavior.
In the displayed dropdown, select if All or Any of the previous steps MUST be completed before the rule is activated.

4. If only one inbound connection is required, this setup is not required.
If no inbound connections exist the No Previous Steps Connected.

5. Select All if every previous step must be completed.
Select Any if completing any previous step is enough.

6. (Optional) Enable the Event Triggered toggle to configure an Object and the event that will be monitored.

7. Once the Event trigger option is enabled, select the Object.

8. In this case, select Project.

9. Also select the Event Type.
Remember, this Event will be monitored and when the Event occurs.
Configuring a trigger event is optional. The rule can evaluate conditions immediately after the previous steps are completed.

10. Select the Deleted event. The rule is triggered when a Project Object is Deleted.

11. Now, let's continue with the Conditions setup. Enable the toggle switch to configure WHEN Condition(s), hat will define the node Paths (outputs).

12. Configure a WHEN Condition to evaluate a field value against the condition.
Click the icon next to the WHEN Condition.

13. Now select an Object.

14. Next, click the icon next to the Object’s name.

15. And select a Field (or a Relationship and then a Field).

16. Now click the icon next to the Field’s name.

17. And select an Operator.

18. After that, click the icon next to the Operator’s name.

19. Now enter the Value that will be configured and press Enter.

20. (Optional) Build Multiple Conditions (AND / OR) by clicking the icon next to the entered value. Select the AND or OR operator to build another Conditional, and configure it as outlined in previous steps.

21. (Optional) Click the +PATH button to add a new path with a WHEN Conditional and configure it as outlined in previous steps.

22. Once your Rule is configured, click SAVE to save the setup.
The SAVE button is enabled when all the mandatory fields have been completed in the Edit Rule panel.

23. The rule was edited successfully message appears.

24. Click here

25. That's it. You're done.

https://www.iorad.com/player/2677752/Control-Center---Process-Studio--Workflows---How-to-Configure-a-Rule-Node?iframeHash=watchsteps-1&lang=en



Next step

  1. In the Workflows Editor, locate the Rule node and click on its card. The Rule Editor panel is displayed.
  2. Enter or change the rule Name.

Previous Steps

  1. In the displayed dropdown, select if All or Any of the previous steps MUST be completed before the rule is activated.
  • If only one inbound connection is required, this setup is not required.
  • If no inbound connections exist the No Previous Steps Connected. Connect at least one step to this rule in the workflow canvas message is displayed.
  • The list of Nodes connected to the rule input, is displayed along with the type of node.

Trigger Event 

  1. Enable the Event Triggered toggle to configure an Object and the event that will be monitored. (Optional).

Configuring a trigger event is optional. The rule can evaluate conditions immediately after the previous steps are completed.

Conditions 

  1. Enable the Conditions toggle switch to configure WHEN Condition(s) that will define the node output(s).
  • Each starting rule can have one or more Paths. 
  • The Paths are evaluated simultaneously, and only the first matching Path will be followed during the running workflow.
  1. Click the ellipsis icon next to the WHEN Conditional to copy the setup from a configured Template 

Listed templates are saved WHEN Conditions, as outlined in step 10.

OR

  1. Configure a WHEN Condition to evaluate a field value against the condition.
  • Click the next to the WHEN condition 
  • Select an Object.
  • Click the next to the Object’s name. 
  • Select a Field or a Relationship and then a Field.
  • Click the next to the Field’s name. 
  • Select an Operator.
  • Click the next to the Operator’s name. 
  • Enter the Value.

Optional: Build Multiple Conditions (AND / OR)

  • Click the next to the entered value. 
  • Select the AND or OR operator to build another Conditional, and configure it as outlined in step 7. 

Delete elements within a WHEN Conditional by clicking the icon on the displayed label.

  1. (Optional) Click +PATH to add a new WHEN Conditional and configure it as outlined in step 7.
  2. (Optional) Click the ellipsis icon next to the built WHEN Conditional to save the WHEN Conditional as a template. Once saved, it can be reused as outlined in step 7. 

Save

  1. Click SAVE to save the setup. The rule was edited successfully message appears.
  • The SAVE button is enabled when all the mandatory fields have been completed in the Rule Editor view.
  • The rule card is updated displaying the output points according to the configured paths, and the Draft status is removed after the setup is valid.