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Decision Box in a Workflow

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3 hours ago

A Decision Box is used in the workflow to define specific pathways on the basis of certain properties. In this guide, we will go over how to define Decision Boxes within a Workflow.

Set Fields in a Workflow

On the Workflow Engine window, click the Addition icon and select the Decision Box.
Fill in the required details such as Label, Description, Name (of the Path), etc. For more information, see Decision Box — Field Descriptions. Define the workflow path under the Path section by adding logical conditions and actions for the same.
Click Save in the bottom right corner.

Decision Box — Field Descriptions

Term	Description
Label	Provide a Label to your Decision Box.
Description	Provide a description of your Decision Path.
Define Path	Define a path for your Decision Box by setting conditions.
Name the Path	Provide a name for your path.
Condition	Set a condition for your path: Field - Select a field from Outbound Message Fields, Tasks Fields, and Workflow Engine Fields available in the dropdown menu. Operator - Select a relevant operator depending on the field type selected. The operator's value may vary as per the field selected. For more information, see Operator Type — Field Descriptions. Value - Select a value from the available dropdown options.
Add Condition	Click to set more than one condition for the same path.
Add New Path	Click if you want to set more than one path for your Decision Box

Operator Type — Field Descriptions

Condition	Operator Type
Outbound Message Fields
If the condition to be applied is Date or Number type custom field.	The operator type will be: Greater than Greater than or Equal to Less than Less than or Equal to Equals
If the condition to be applied is Text or TextArea type custom field	The operator type will be: Equals Starts With Not Containing Contains (only allows single value)
If the condition to be applied is Picklist type custom field	The operator type will be: Containing Not Containing Contains (only allows single value)
If the condition to be applied is Textmulti or Picklist Multiselect type custom field	The operator type will be: Containing Not Containing

Retain Workflow on Deletion of Decision Box

On deletion of decision box within a workflow, the sub-tasks and other action items will not get deleted. You can retain the nodes and branches emerging from the decision box to avoid complete reconstruction of the workflow.

Hover over the Decision Box and click the Options icon.
Select Move Element With Subtree or Copy Element With Subtree.
Select a Destination Node to which you want to Move or Attach the copied nodes to.
Click Save as Draft or Save & Deploy.

Decision Box in a Workflow

Set Fields in a Workflow

Decision Box — Field Descriptions

Operator Type — Field Descriptions

Retain Workflow on Deletion of Decision Box

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