Friday, August 30, 2013

How to add more than one criteria in UCM Criteria workflow

A Criteria workflow includes the following:

IMPORTANT: Criteria defined by a security group and one metadata field.

Auto-contribution step with no predefined users.
One or more reviewer steps with one or more reviewers per step.

Now,

There cannot be more than one criteria defined for a workflow but additional conditions can be

added to steps within workflow so that it can branch out to some end or dummy step to exit from

the main flow. Please see the example custom code scenario for steps involved in creating a workflow with

additional criteria in the form of steps & jumps.

Custom Example Scenario:

For Criteria Account="Classified" and Criteria Type="Brochure" the work flow must be bypassed.

 Create a criteria workflow for Account "Classified"

Create a step called "checktype"
- Add a user or alias
- Set the reviewers to 0
- Create an Exit event so that any type of Brochure with jump to a dummy step in the main
workflow.
- <$if dDocType like "Brochure"$>
<$wfSet("wfJumpName", "JumpExit")$>
<$wfSet("wfJumpTargetStep", "DummyStep@MarketingApproval")$>
<$wfSet("wfJumpEntryNotifyOff", "0")$>
<$endif$>

Create a second step that jumps to the main workflow without any conditions.




Test the workflow for document type "Brochure" and Account "Classified", it flows through the

dummy step and immediately released without getting into the main workflow.


Test the workflow for document type "document" and Account "Classified", it enters the main
workflow

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