Configuring Document Workflow Routing Rules

You can automatically assign workflows upon the creation of policies, procedures, and standards using condition-based routing rules. This functionality looks at the attribute values in newly created records and chooses a workflow that matches the defined value conditions. If no conditions match, the default workflow will be assigned.

Note:

Routing rules only trigger when a new document is created. A new routing rule will not run on existing documents or when an existing document is edited.

To add a routing rule

  1. On the Policy Management menu, select Setup > Workflow.

    The Workflows screen appears.

  2. Select the workflow type you wish to configure.
  3. Select the Routing Rules tab.

    The Routing Rules screen appears.

  4. Click the Create Rule button to add a new card to the list.
  5. Enter a name for the new rule.
  6. Complete the fields. For more information, see Routing Rules Screen Reference.
  7. Click the Save button to save the routing rule.

Routing Rules Screen Reference



Field
Description
Attribute

Click the Add Condition link and select the attribute for the conditional trigger. Custom attributes can be managed in the Attribute Manager.

Value

Select a value option to complete the conditional trigger. Custom value options can be managed in the Attribute Manager.

Operator

Select an operation for the chosen attribute. The available default operations include the following:

  • Equal To

  • Not Equal To

Options

Select the attribute value options.

Actions

Assign a workflow that the routing rule will direct to when a document matches your configured trigger conditions.