Conditional Progression

Sometimes you don't want the workflow stage to progress to the next stage unless a specific condition has been met. You can do this in WorkflowFirst by using the "Progress If" condition that is under the Advanced section of the stage settings.

This condition is a DbfScript expression that must evaluate to true for it to move on to the next stage. Otherwise it will leave it at the same stage, letting you run that stage again.

Note, if you do this, you should make use of the Initialize setting of the fields in the stage, to make sure they're initialized to the Current Value - so no data is lost each time the action is run.

When writing the formula, keep in mind that #rec refers to the current record, and you reference a field in the record by #rec/Field, where Field is the name of the field (no spaces).

For example,

#rec/Item1Complete and #rec/Item2Complete


This formula would only progress to the next stage if both Item1Complete and Item2Complete are set to Yes.


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Up Since 2/29/2024 12:02:23 AM