Content Comparison

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

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 Define Business Process Rules page.

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 are able to 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 company and who are located in California or New York to see the new content.

Select Route if criteria is met.

Click the Process Variable lookup icon.

Click on Search Binds and search for the Company Attribute ID process variable.

Another option is to navigate through the tree structure to find the bind. Click on Common → Attributes → Company and select Company Attribute ID.

Select the Operator.

Click the Value/Process Variable lookup icon.

Select the Manufacturing company.

Click Add to add another criteria row.

Select the logical operator for this criteria.  In this example, we have selected And.  Click the lookup icon for Process Variable.

Select Location Attribute ID from the list.

Select In for the Operator, then click List of Values.

Click Add Attribute(s).

Select California locations.

The California locations are shown.  Click Add Attribute(s).

Select the New York location.

The New York location is shown.  Click OK.

Click 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 page where you can continue to change your configuration or apply the revision if you are done.

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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.  

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From the Contextual Onboarding Content Revision page, select the Smart Form or Checklist that you wish to add to your business process.

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