Conditional execution of Processes and Stages

You can define conditions that control whether a process or stage runs in a case. A condition consists of a field, comparator, and value. Processes and stages are either executed or skipped if the case run-time values match the conditional logic defined.

For example, an automobile accident case contains a process to open a personal injury claim if there is an injured party in the accident. However, if the car received damage while parked and unattended, the personal injury process can be skipped. The File auto accident claim process always runs, which is the default setting for processes. The File personal injury claim process is configured with a condition: Was a party injured is equal to Yes. As a result, the File personal injury claim runs only when there is a personal injury associated with the accident claim. Otherwise, the process is skipped.

Skipping a stage

By default, a stage never skips unless a condition is present.

Skipping a process

By default, a process always starts unless a condition is present.

You can add more than one condition to a stage or process. For example, in the automobile accident case, the personal injury process initially runs based on a single condition: Was a party injured is equal to Yes. You decide that the personal injury process should run based on two conditions: Was a party injured is equal to Yes and Expense total is greater than USD50. The File personal injury claim process is configured only to run when Was a party injured is Yes, meaning there is a personal injury associated with the accident claim, and the Expense total is greater than USD50. Otherwise, the process is skipped.

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