Project Workflows – Conditional Workflow

You can define visible/enable conditions using different criteria to drive conditional workflows.

IPM Administrator can setup formulas to manage the visibility and enabling of the objects and phases.

Select a phase or an Object and click Object Properties in the configuration area.

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Figure 1.1

Using the field code, administrator can configure the visibility condition for the object within the text box provided in the formula screen.

Similar to visibility condition, 'Enable Condition' also can be configured by clicking on the Enable Condition textbox.

Standard fields are included in the Available Criteria gird. Each field displays the current label and the field code.

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Figure 1.2

New criteria can be added using the Add New Criteria button. Once the Add New Criteria button is clicked, a new pop-up will be displayed listing the standard and custom fields which are activated in the Project Details object and Custom Objects and to select completed objects.

Type: Select whether the condition should be a Value or a Completion.

Object: Select the relevant Object.

Field: Select the relevant field.

Click on the Insert button to add the selected field to the Available Criteria grid.

The visibility condition can be entered within the ‘Condition’ textbox, using the available criteria and syntax.  

Example: Cashflow Forecast Object to be made visible when the expenditure exceeds 30,000. 

You may refer to the ‘Guidance Notes’ below the ‘Condition’ text box if you want any assistance in setting up conditions using the fields of different data types (e.g., text, numeric, single select dropdowns, multi select fields). 

Once the visibility condition is setup, the system will show the respective phase or object when the condition is met. 

When enable condition is configured, until the condition is fulfilled, the respective phase or object will be non-editable for all users (Including the IPM administrators).