Creation Rules and Conditionals in Workflows
What they are
Creation rules are conditions that can be set within a workflow template.They allow a task or document to be automatically created when certain conditions are met.
In the workflow template, tasks with a creation rule configured are displayed with a special icon.
Where to configure them
Open the workflow template in “Draft” status.
Go to the full task configuration view.
In the “Creation Rules” section, click (+) to add a new one.
How to configure them
Type of condition
Choose how conditions will be evaluated:
- All required: all conditions must be met.
- At least one: any of the conditions can be met.
You can also create groups of conditions and combine them.
Configuring conditions
1. Evaluate additional workflow fields
Leave the “Reference task” field empty.
Select the field you want to evaluate.
Choose the criteria accordingly.
Define the operator:
- Equals / Not equals
- Greater than / Less than
- Greater or equal / Less or equal
- Contains / Does not contain
- Is empty / Is not empty
2. Evaluate fields from another task
You can create rules that are based on values from other tasks in the workflow.
Select the evaluation task.
Choose the field to compare (status, project, subproject, or additional task field).
Define the criteria and operator as above.
Example
You can configure a “Final Inspection” task to be created automatically when:
- All installation tasks are marked as Completed, and
- The Project type field equals FTTH.