Add a Business Rule Step

Follow these steps:

1. In Vasion Automate select Workflow and then Business Process.

2. Select the draft workflow to open it, or select the More menu to the right of the workflow and select Edit.

   

3. From the Advanced Steps section, drag the Business Rule step onto the canvas.

   A configuration panel appears on the right.

4. Drag the previous step connector dot to the connector dot on the new step.
5. In the panel enter a name for the step in the Business Rule name field.
6. (Optional) In the Description field, enter a description.
7. From the Output type menu, select the type of value the step outputs: Text, Number, Yes / No, or Assignee.
8. Configure at least one rule. Refer to the 2. Configure a Rule section below.
9. Set the fallback output. Refer to the 3. Set the Fallback section below.
10. Drag the connector dot at the bottom of the Business Rule step to the next step in the workflow.

A rule outputs a value when its conditions are met. Follow these steps to define each rule:

1. From the When menu, select one of the following:
   1. All conditions: To require every condition to be met.
   2. Any condition: To require any one condition to be met.

2. Define a condition:

   1. From the Source menu, select the previous step that provides the data, such as a form or an Intelligent Document Processing step.
   2. From the Field menu, select the field to evaluate.
   3. From the Condition menu, select the comparison to apply to the field:
      • Equal to.
      • Not equal to.
      • Includes.
      • Does not include.
      • Starts with.
      • Does not start with.
      • Ends with.
      • Does not end with.
   4. In the Value field, enter or select the value to compare against.
3. (Optional) To evaluate more than one field, select + Add Condition, and define the additional condition. The When setting determines whether all or any of the conditions must be met.
4. Set the rule Output, which is the value the rule returns when its conditions are met. From the Set output to menu, select one of the following:
   1. Another step: To use a value from an earlier step. From the Source menu, select the earlier step, and then from the Field menu, select the field that provides the value.
   2. Fixed value: To enter the value directly.
5. (Optional) Select + Add Rule, and repeat these steps to configure another rule.

The step checks rules from top to bottom and outputs the value from the first rule that matches. Order your rules so that the highest-priority rule appears first.