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Table of Contents


Introduction

English
The Simple Rules Decision plugin is a no code configurable approach to define routing and actions within a process
Warning
Please take note that the Decision Tool Plugin will take precedence over existing conventional conditional setup in the Process Builder

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Configure Simple Rules Decision

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Figure 1

NameDescription
Rules

The Rules properties are defined here (see Figure 1):

Sub-elementDescription
Add RuleAdd a Rule. see Add Rule properties below
Add ActionAdds an Action within the ELSE THEN statement. see Add Action properties below

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Add Rule

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NameDescription

Toggle between EQUAL and NOT EQUAL
Split Type
  • AND
  • OR
Add ConditionAdds a Condition within the IF statement. see Add Condition properties below
Add GroupAdds a Group within the IF statement. Properties will be similar in Add Rule properties
Delete Rule
Sort - Click and drag to reorder Rule above or below another Rule
Add ActionAdds an Action within the THEN statement.

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Add Condition

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NameDescription

Toggle between EQUAL and NOT EQUAL
Variable

User input the variable name.

Operation
  • Equal
  • Greater Than
  • Greather Than Or Equal To
  • Less Than
  • Less Than Or Equal To
  • Is True
  • Is False
  • Contains
  • In
  • Regex Match
Value

User to input the value of the Variable

Delete Condition

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Add Action

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NameDescription
Type
  • Transition
  • Workflow Variable
Transition

Will display a selection of all available transitions based on the selected Route inserted as part of the process flow

Note
titleNote

This field will be displayed if Transition is selected in the Type field.

Workflow Variable

Will display a selection of all available workflow variables based on the current Process

Note
titleNote

This field will be displayed if Workflow Variable is selected in the Type field.

Value

User to input the value of the selected Workflow Variable

Note
titleNote

This field will be displayed if Workflow Variable is selected in the Type field.

Delete Action

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