Sometimes you want to only process certain stages of the workflow under certain conditions. For example if you have an expense that is entered for approval, but if the expense is greater than 5,000 you want it approved by management first. This is called Conditional Workflow.

WorkflowFirst makes this simple to implement. When you create a stage in your workflow, if you expand the Other Settings section there is a setting in there called "Auto-Process Condition". This is a DbfScript formula that, if it evaluates to true, will cause it to automatically choose that workflow stage and process it without any user-interaction. In other words it causes it to skip that workflow stage.

If, however, the formula is not met, then it will stop at that stage and prompt the appropriate users to review it.

To see an example of editing a workflow and adding conditional workflow stages, watch the video tutorial below: