Condition Editor

Understanding the Condition Editor Fields

The Condition Editor contains four mandatory fields:

• Field Name
• Operation
• Value Type
• Value

Field Name

Select the field you want to create the condition for from the dropdown list. Available options include:

• Approval Level
• Author
• Billable Source
• Category
• Cost Per Unit
• Currency
• Entry Age
• Exchange Rate
• GL Code
• GL Code Description
• Is Billable Source
• Past Approver
• Payment Type
• Project Number
• Receipt Included
• Receipt Total
• Report Title
• Report Total
• Time to Submission
• Total
• Units
• Vendor

Operation

Set the type of operation that the condition should satisfy based on the selected Field Name. Common operations include:

• Equal to
• Not Equal to
• Less than
• Greater than
• Greater or Equal
• Less or Equal
• Starts with
• Ends with
• Contains
• Does not contain

Value Type

After selecting the operation, the Value Type field will display options corresponding to the Field Name and Operation chosen. This defines the kind of value you will enter next.

Value

The Value Type must be selected for the Value Field to become active. Manually enter or select the value from the available options.

Important Notes:

• All four fields are required to create a valid condition. If any field is missing, the condition cannot be created.
• Conditions follow a logical sequence and depend on each other within the workflow.

When you have filled out all fields, click OK to save the Condition.