Administer > Application setup > Process Designer > Process Designer Workflows > Workflow-based rule sets, actions, and transitions > Workflow-based rule sets

Workflow-based rule sets

Applies to User roles: System Administrator

Implementer

You can add workflow-based rule sets to an entire workflow by viewing the Workflow Properties.

A workflow-based rule set is invoked on each phase of the workflow as long as the triggering events are triggered in the back-end.

A workflow-based rule set is comprised of six sub-rule sets.

Sub-rule set Triggering action Execution Order
On Add Record Creation (Adding Record)
  1. Add (before record is created in the database)
  2. After Successful Add (after record is created in the database)
  3. Initialize
  4. On Display
After Successful Add Record Creation (Adding Record)
  1. Update (before record is updated in the database)

  2. After Successful Add (after record is created in the database)

  3. Initialize
  4. On Display
On Enter Phase Change
  1. From phase On Exit
  2. To phase On Enter
  3. To phase After successful Enter
After Successful Enter Phase Change
  1. From phase On Exit
  2. To phase On Enter
  3. To phase After successful Enter
On Exit Phase Change
  1. From phase On Exit
  2. To phase On Enter
  3. To phase After successful Enter
Initialization Search and access existing record
  1. Initialize
  2. On Display
On display Current page refresh (caused by link execution or other action that still keeps at current format)
  1. On Display
On Update Record Update
  1. Update (before record is updated in the database)
  2. After Successful Update
  3. Initialize
  4. On Display
After Successful Update Record Update
  1. Update (before record is updated in the database)
  2. After Successful Update
  3. Initialize
  4. On Display