The Condition node is available in GlobalCapture and GlobalAction.
Use the Condition Node to build conditional decision making into a workflow process. Decisions can be based upon process data, fields, and searches. Each condition node supports simple boolean logic or complex logic that allows for multiple outputs.
Start by a Condition Node from the Nodes Pane to the Design Canvas.
Condition Node Settings
Title
A Title is required. A good Title is important because it shows up in the process history and can help with troubleshooting workflow errors. Your Title should be concise and informative.
Description
Provide a Description of your condition. Detail the purpose of the condition, the operations, etc. Description are helpful when revisiting the workflow in the future and by those who did not design the workflow but need to make modifications. The Description will appear in the process history.
Basic Settings
Basic settings allow for simple boolean logic. The condition is evaluated as True or False and follows the appropriate path.
Process Property
Process properties are properties collected by the system about every document moving through a workflow. These properties represent information about the workflow such as Page Count, Batch ID, Original File Name, etc. These properties can be access and used for conditional routing.
Configure a Basic Condition Using the Process Property
Need to add images for each step.
Select Process Property from the Type drop down list.
Select the Property from the Process Property drop down list.
Select the appropriate operator from the Condition drop down list. The conditions will vary based on the process property selected.
Enter the Value to compare the select property to. This value can be another Process Property, a Process Field, a Field, or a hardcoded value. For conditions where a Value is not needed, such as Is Empty, the Value input will disappear.
value input box
No value input box image
Click Save.
To enter a variable into the Value field:
Process Properties - Type a { to see list of Process Properties.
Process Fields - Type {p_ to see a list of Process Fields.
Fields (GlobalAction Only) - Type {f_ to see a list of Fields.
Process Field
Process Fields are user created fields in GlobalCapture and GlobalSearch that can be used to store data. These fields can be used in a wide variety of ways such as: storing data extracted from the document, keeping a count of the number of loops executed, storing workflow tracking information, etc.
Configure a Basic Condition Using the Process Field
Need to add images for each step.
Select Process Field from the Type drop down list.
Select the Field from the Process Fields drop down list. This list will contain all Process Fields listed in the Process Field pane. (Add link here to the KB about the Process Field Pane)
Select the appropriate operator from the Condition drop down list. The conditions will vary based on the process property selected.
Enter the Value to compare the select property to. This value can be another Process Property, a Process Field, a Field, or a hardcoded value. For conditions where a Value is not needed, such as Is Empty, the Value input will disappear.
To enter a variable into the Value field:
Process Properties - Type a { to see list of Process Properties.
Process Fields - Type {p_ to see a list of Process Fields.
Fields (GlobalAction Only) - Type {f_ to see a list of Fields.
Field (GlobalAction Only)
Batch Search
Batch Searches are GlobalCapture Searches. When using a Batch Search in your Basic Condition node configuration, if the search returns results, the document moving through the workflow will follow the True path. If the Batch Search returns no results, it will follow the false path.
The number of results returned by the search and any data associated with those results is not considered. Using a Batch Search simply checks to see if any documents are returned.
Configure a Basic Condition Using the Batch Search
Need to add images for each step.
Select Batch Search from the Type drop down list.
Select a Search from the Based on Search drop down list. This is a list of available GlobalCapture Searches.
Any Search Prompts that are available in the search will appear below the Based on Search field. Enter data to narrow down the results that will be returned.
Leaving the Search Prompts empty will return all documents for that search.
Click Save.
Search (GlobalAction Only)
Conditions
Conditions are operators that compare the selected field or property to a value. The list of conditions will vary depending on the field type (Character, Numeric, Decimal, Date) of the process property.
Equals
Greater than or Equal To
Less than or Equal To
Does Not Equal
Is Empty
Is Not Empty
Regex Match