...
Click the Value/Process Variable lookup icon.
| Value/Process Variable |
|---|
|
Select the Manufacturing company.
| Select Company Value |
|---|
|
Click Add to add another criteria row.
| Add Row |
|---|
|
Select the logical operator for this criteria. In this example, select we have selected And. Click the lookup icon for Process Variable.
| Logical Operator |
|---|
|
|
Select Location Attribute ID from the list.
| Location Attribute ID |
|---|
|
Select In for the Operator, then click List of Values.
| Operator |
|---|
|
|
Click Add Attribute(s).
| Add Attribute(s) |
|---|
|
Select California locations.
...
The New York location is shown. Click OK.
| List of Vales in New York LocationValues |
|---|
|
|
Click Save.
| Save |
|---|
|
|
To apply these newly added changes, make sure to select Save at the bottom of the page.
...
This action will bring you back to the Process Revision Configuration page where you can continue to change your configuration or apply the revision if you are done.
...
To add Contextual Content, an Administrative User must be in an active Process Revision, and navigate to the Process Revision Configuration page.
| Process Revision Configuration |
|---|
|
Select the Master Attribute you wish to add Contextual Content. The available Contextual Content will be displayed in the icon list for the corresponding Attribute. In this example, you are examining the Western US Business Unit which allows the upload of a policy or benefit.
| Business Unit Contextual Content |
|---|
|
From the Contextual Onboarding Content Revision page, select the Smart Form or Checklist that you wish to add to your business process.
...