Set expression

The fourth step in defining a workflow subscription is to define property-based conditions for launching the workflow. For example, you could launch a workflow if the document was created by a specific user and a specific property is set to a specific value. You could launch an approval workflow for documents in the selected class added by Tammy Roberts (troberts) with the value greater than 150,000 for the property named Loan Amount. If Tammy adds a document to the class and the value set for Loan Amount is the less than 150,000, the workflow is not launched.

You can create simple or complex criteria. Use the property, operator, and value fields to define the desired property criteria. When you click the Add Line to Expression icon, the mathematical expression is added to the expression display. Your expression must be a valid SQL expression.

The name displayed in the property field is the property label, as defined by your administrator for the object store. When the property is added to the expression field, the property's symbolic (programmatic) name is displayed. The property label is often a more easy-to-read name than the symbolic name.

Event expressions

Event expressions are the default and used to determine if the workflow is launched. The conditions in the expression are evaluated before the workflow is sent to the Process Engine to be placed into a queue.

Expression guidelines

To proceed without defining an expression

To define an expression

  1. Select a property from the list.
  2. Select an operator from the list. Only valid operators for the selected data type of the property are displayed.
  3. Enter a valid value for the property. If the property has a defined list of choices, then another drop-down list containing valid values is displayed for you to choose a value.
    1. If you select a property that uses a user name as the value, such as the Creator property, click Select User to set the value for the user name. The Select User page opens.
    2. Type one or more characters for the beginning of the name to search for. For example, to locate the user named troberts, type t. All user names beginning with "t" are returned. You can narrow the search by entering more characters. For example, tro would return troberts and tross, but not tallen or tlemon.
    3. Click Search. After a brief delay, the matching names are displayed.
    4. Select the desired name from the list. Click Accept.
  4. Click the Add Line to Expression icon.
  5. To add additional conditions, click And or Or, and then set the criteria for that part of the expression.
  6. To remove a condition, select the condition from the Expression list and click the Remove Line from Expression icon.
  7. To change the order of a condition, select the condition in the Expression list, and then click the Move Up icon or the Move Down icon to move the condition.
  8. When you have finished building your expression, proceed to Set Property Map.