Rules Designer

The table below contains descriptions of the available structure blocks:

Block Type	Description
If / Then / Else block	This block is a basic logic building block. Use this to build a basic a condition structure.
Grouped Condition	This block is a container for bracketed group of conditions such as AND and OR, and you can also bracket grouped conditions for more complex logic. Use this to configure the following: See grouped conditions Reorder and copy conditions Create a sub-set of conditions Combine conditions with AND and OR logic, and brackets Create complex nested logic. Example (A or B) and C

The table below contains descriptions of the available outcomes blocks:

Block Type	Description
Outcome Blocks
Outcome	Use the orange outcomes to control what happens when an action is made. In this example, who the task is sent to. For more information on recipients, see the Recipients tab topic.

The table below contains descriptions of the available condition blocks:

Block Type	Description
Condition Blocks
Basic condition	Use this condition to build up the If This Then That conditions.
Task condition	Use this condition to split the workflow, based on the outcome of a user task, or to merge a workflow based on completion of specific steps.
Response Count condition	Use this condition to create voting logic based on the number of responses. Use this to configure the following: Specify a condition based upon the number of responses required for a specific action Specify which path the workflow should follow, based on a number of task responses, percentages or combination thereof The condition options are: Number or recipients All None
Responses	Use this condition to create logic to determine the outcome or the task based on the responses. The condition options are: No Response Every Response Number of Responses

1. Select the Custom / Edit Rule option to customize and configure the selected rule.
   

The same process is used to create a custom rule, however some images might differ depending on the type of rule you're building. In this example, the Recipients Rule is used.

2. The rules panel displays as follows:
   

The following table explains the options available in the Recipients Rule panel:

Option	Description	How to Use
Recipient properties	Specify which recipient or group receives the task.	Click the Add button to add recipients or recipient groups.
Recipients Rule	Use this to choose which path is followed.	Select the Certain Recipients, based on a rule option and click the Edit Recipients Rule button.
Design Canvas	Use the design canvas to design the rule.
Rules Toolbar	Use the Rules Toolbar to drag conditions, outcomes, IF/THEN statements onto the canvas to build the rule.	Click and drag conditions onto the design canvas.
Trash bin	Use the Trash bin to delete any unwanted conditions dragged onto the canvas.	Click and drag items from the canvas to the trash bin to remove them.
Expand / Collapse toggle	Use this button to expand or collapse the Context Browser.	Click the toggle button to expand the Context Browser.
Quick Insert Toolbar (QIT)	The Quick Insert Toolbar consists of corresponding outcomes and condition blocks. Click an item to instantly add the block to the rule you are working on (you don't drag-and-drop actions from the QIT).	Click and drag conditions onto the design canvas.

3. For this example, accounting tasks should to go to the Finance department, and any task assigned to the Sales department where the amount is more than 5000 should go to the Sales group. All other tasks should go to a particular user.
4. Click the expand / collapse toggle to expand the Configuration Panel and ensure the Fields tab is selected. For the first part of the rule, type or drag the Department field into the task IF condition.
   
5. Type or drag a field to specify the condition, in this case if Department is equal to Finance.
   
6. From the recipients drop down, because it is a financial task, it is sent to the Finance Group (a recipient group you created earlier that contains the Finance department approvers).
   

The Originator is configured by default. Remember to uncheck this option if you don't need the task assigned to the originator.

7. The second part of building the rule is to add the conditions for the sales tasks. Use a condition block to add the user and amount conditions.
8. From the Rules Toolbar click and drag an IF/THEN condition onto the ELSE block.
   
9. Notice the added If / Then / Else block added to the ELSE block.
   
10. Click the Condition icon on the Quick Insert Toolbar (QIT) to add a condition block.
    
11. Type or drag a field to specify the condition for the sales tasks.
    
12. To add another condition, in this example for the Amount, click and drag a condition from the Rules Toolbar onto the IF block. The new condition displays within the condition block.
    
13. Type or drag a field to specify the condition.
    
14. Click the operator drop-down menu to select a operator for this condition, in this case select > Greater Than to assign the sales tasks with a value of more than 5000.
    
15. Click AND. From the menu you can select between AND or OR to control how multiple conditions are logically related. You can also add conditions or task conditions using this menu.
    
16. Type or drag a field to specify the condition and click the Recipient Outcome icon from the Quick Insert Toolbar (QIT).
    
17. From the recipients menu select who is to receive this task. In this example, any sales tasks above 5000 are sent to the Sales Group.
    
18. Add a Task Condition from the Rules Toolbar by dragging it into the condition block.
    
19. Click the task condition menu. Available workflow tasks are available on the menu.
    
20. Select your outcome from the Outcomes menu. In this example, the task is sent to the Sales Group if the department is Sales, the value is greater than 5000, and HR approved a different task in the workflow.
21. You can group conditions together within a condition block. Doing so ensures that certain conditions always run together, and even in order. To group conditions, click the AND button between the conditions. Select Group Conditions.
    
22. You can move conditions up or down. Below is an example on moving and grouping conditions.
    
You can also group conditions together by dragging one condition on top of the other.
23. Your final step of configuring the recipient rule is to specify what happens to the tasks that did not meet the requirements, basically configuring the final Else statement. In this example, all any remaining tasks are sent to Bob. From the recipients menu select Bob Maggio.
    
24. To delete any conditions, click and drag them from the design canvas to the Trash bin.
    
25. Changes / configurations made to the rules designer are automatically saved.

When working with the Rules Designer keep the following considerations in mind:

• Rules cannot be configured on workflow lines.
• Task Conditions can be added to all the rule types.
• Response conditions can only be added to the Results / Voting Rule.
• When dragging conditions between If / Or / Else block, the condition will be removed from where it is dragged from.