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Table of Contents

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Each of these processes begins by creating a Process Revision.  In the Process Revision page, use the "Configure Business Process" link to open the process activities and add the content that was added/created through a Content Revision. Before adding the content in the process activities, make sure the content is already created and applied.

Step 1 - Create the content through Content Revision and apply

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Configure Business Process 

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From the Select Actions page, select the content you wish to add to the business process and click "OK".

Select Actions

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How do you specify criteria for who sees the content that you added to your Business Process?

After successfully adding content to the business process, you must now choose who the content will be routed to.  This is done by clicking the name of the content on the Configure Business Process page.


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The Action Details page is displayed. You can choose 'Always Route', which routes the content to users of all types, or you can add criteria to narrow the pool of users who will be able to see the newly added content.  You can add multiple criteria, with simple or complex logic, based on values of attributes and other process variables that  you have defined. 

In this example, you want only users who are in the Services Manufacturing company and who are located in California or New York to see the new content.

Select "Route if criteria is met".

Criteria Selection

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Click on "Process Variable" lookup icon.

Process Variable

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The Lookup variable page open as below. You can select the variable by expanding the tree structure or using "Search Binds" lookup.

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Search Binds




Lookup Variable Page



Select any operator and enter the text that needs to be searched in the search field. You can use Process Variable or Description fields for searching.

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Look for the desired bind by expanding and navigating through the tree structure. 


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As in this example, to access "Company Attribute ID", click on Common → Attributes → Company and select "Company Attribute ID".

Company Attribute ID



The selected process variable displays on the Criteria Details page. Select the "Operator".

Operator

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Click on the "Value/Process Variable" lookup icon.

Value/Process Variable

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The lookup page for the process variable prompt value opens as below.

All the attributes that are attribute values available for "Company" the selected process variable will display in this list. Select the attribute

The Attribute ID, Lookup ID and the Description are available as columns as well as the search fields. Search and select a value for which you want to set the criteria. 

Select a Company Value

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To add another criteria row, click the "Add" button.

Add Row

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Select Choose the logical operator for this criteria.  In this example, we have selected "And".  Click "And" or "Or" for the criteria based on the requirement. In this example, because the criteria is to configure for users who are in the Manufacturing company and located in California or New York, "And" is selected as the logical operator. Click on the lookup icon for selecting the "Process Variable".

Logical Operator

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To add the criteria for California or New York location, select "Location Attribute ID" variable from the process variable list.

Location Attribute ID

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Select an appropriate operator for adding the location values. In this case, "In" for is selected as the Operator, then . Then click on the "List of Values" link.

Operator

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To add location attribute values, click "Add Attribute(s)" link.

Add Attribute(s)

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Select the Location attribute. In this case, the requirement is to add California and New York locations in the criteria. Expand the tree and select "California" is selectedlocation.

California Locations

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The California locations are added to list of values as shown.  Click "Add Attribute(s)" to add New York location.


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Add Attribute(s)

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Expand the tree and select "New York"  is selectedLocation.

New York Location

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The New York location is added to the list of values as shown.  Click on "OK" to return to the routing page.

List of Values

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Save the routing conditions by clicking the "Save" button.

Save

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This will return to the Configure Business Process page. Save the process configuration by clicking on the "Save" button located at the bottom of the page.

Configure Business Process 


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