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In Advanced mode of the Workflow setup, you use rules to specify exit routes and entry conditions for a stage. You can set both the conditions under which a task is sent to a later stage and the conditions under which documents are admitted to a stage. Sending rules are configured in the Next Stage dialog box, which appears when you add or edit a stage on the Exit Routes tab of the Workflow Stage Properties dialog box. Rules for admitting documents to a stage are configured on the Entry Conditions tab of the same dialog box. Exit routes and entry conditions can be specified either by standard rules or by a Stage rule script. To add a new rule, click Rule…. To edit a rule, click Edit…. The Rule Settings dialog box contains these fields:
  • Name – The name of the rule.
  • Condition type – Select Standard rule or Script. The remaining fields depend on this choice.

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Standard rule condition type

For the Standard rule condition type, specify:
  • Rule is implemented, if – Select The condition is satisfied or The condition is not satisfied.
  • Condition – Select one of the following conditions:
    • The task was processed successfully
    • Number of characters for verification satisfies the expression
    • Percent of characters for verification satisfies the expression
    • Number of fields for compulsory verification satisfies the expression
    • Number of characters for double verification satisfies the expression
    • Has rule errors
    • Has assembly errors
    • Has batch integrity errors
    • Field value satisfies the expression
For conditions that contain expressions, enter the reference value and select whether the value being checked must be equal, not equal, less, less or equal, more, or more or equal compared to the entered value. For the Field value satisfies the expression condition, also choose the field whose value is compared with the reference value: click Choose… and select the field from the list.

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Script condition type

For the Script condition type, use the Script… button. It opens the Script Editor, where you can edit the stage rule. When you close the Script Editor, the saved script code appears in the Rule Settings window to the left of the Script… button.