How do I configure the rules engine in Cflow?

Rules can be configured for each stage of the workflow. For every rule, you can specify various actions such as “Move Data to process stage, Set Field Values, Trigger New Process, Call External API, Send Notifications via Email. Follow the steps below to configure a rule in Cflow:

  1. Go to Workflow Setup from left menu.
  2. Click on a workflow.
  3. Click on the Automation tab page and select the process stage.
  4. Click on the Add New Rules -> to specify the condition.

rules engine

After adding rules click on Create New action to perform actions when the rules are satisfied.

Specify the Rule Name for your reference.

You can specify the rule conditions based on the field values. If you need to specify a table field in the conditions, select the table from the dropdown ‘Is this table condition‘. You may add multiple conditions by clicking the Add New button. For specifying multiple conditions, you can choose either the “and” or “or” operator.  You can also use the open and close brackets to group your conditions. These conditions will be evaluated when a new request is submitted.

If the specified conditions are satisfied, the following actions may be performed:

  • Move – Select the action type ‘Move’ and select the appropriate process stage if you want the request to move to a new stage. If the specified conditions are satisfied, the request will move to the selected process stage. It is necessary to specify the move condition to move the request to further stages. Click on Save to save this configuration.

rules engine 2

For example, let’s say that if the Manager has approved a request, you want the request has to move from Manager to Department Head Review stage. In such a case, you can specify the conditions as shown in the picture below.