Types of Target Owner

Target Owner can be set from below mentioned Activities:

 

1. ChangeWorkflowActivity

2. ChangeStepActivity

3. AutoEntryActivityForStep

 

There are three types of options available to set Target Owner viz. Specific, Condition and Variable.

 

Specific:

 

Specific type will allow you to set specific type of Target Owner which can be selected only from Workflow User.

 

1. Type: Select the type of Target Owner as Specific from the drop down list.

 

2. Workflow User: Now to select the Owner, click on Workflow User button. Click here to get more details on how to create Workflow User.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

3. Lookup Workflow Users: As you click on Workflow User button, Lookup Workflow Users window will open. You can view the list of Workflow Users that has been created from Workflow User section. Select the user from the list as per your requirement.

 

4. OK: Click on OK button to complete the action and exit the screen.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

5. Owner: You can view the selected User from the Lookup Workflow User gets displayed in the available textbox.

 

6. Save: Click on Save option to save the Target Owner.

 

7. Cancel: Click on Cancel option to cancel the action and exit the screen.

 

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Click on image to magnify/shrink

 


 

Condition:

 

You can use Condition type of Target Owner to define multiple conditions to set Target Owner.

 

Understanding Target Owner Options:

 

Let us view different options available under Condition Type of Target Owner one by one:

 

1. Type: Select the type of Target Owner as Condition from the drop down list.

 

2. Add: You can click on Add option to add a new condition.

 

3. Edit: You can click on Edit option to edit the selected condition.

 

4. Save: You can click on Save option to save the newly added condition.

 

Note:

Once you click on Edit option, caption of Save button will get changed to Update. You can click on Update option to update the selected condition.

 

5. Delete: You can click on Delete option to delete the selected condition.

 

6. Cancel: You can click on Cancel option to cancel the current action and get back to previous action.

 

7. Select All Active: Select All Active option will allow you to select all the active Condition Type.

 

8. Select All Inactive:Select All Inactive option will allow you to select all the inactive Condition Type.

 

9. Override Existing Values: You can click on Override Existing Values to override the existing condition while importing a file.

 

Note:

To override the existing condition while importing a file, you need to make sure that you click on Override Existing Values option before clicking on Import option.

 

10. Import Conditions:ImportConditions option is used to import a file with extension .pscnd that has been saved on your system.

 

11. Export Selected:ExportSelected option will save the selected Condition Type in .pscnd file on your system.

 

12. Close:Close option will close and exit the screen.

 

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Click on image to magnify/shrink

 

Adding a Condition:

 

To add a new condition, you need to follow below given steps:

 

1. Add: Firstly, click on Add button to add a new condition.

 

2. Active for Evaluation: If you want to mark the newly added condition as active then select Active For Evaluation option.

 

Note:

The condition that has been marked as active will be displayed in Green color and the ones that are not marked as active will be displayed in Red color on the left panel of the screen.

 

3. Title: Type the title of the Condition in the available textbox.

 

4. Workflow User: Click on Workflow User to select the Workflow User from Lookup Workflow User Screen.

 

Now there are two ways of adding a condition, first is by writing a script in Script Editor Window by clicking on Open In Script Editor option and the second is by adding the filters by clicking on Add Filter option.

 

5. Add Filter: Click on Add Filter option to add the filters for adding a new condition. Thereafter you can either select Profile Fields or General Fields from Operand drop-down list and then set the other filters like Criteria, Value and User Group Selection.

 

6. Group AND: After adding all the required filters and selecting the required values, you are allowed to group the condition. Group AND option will group the selected condition into AND as displayed in the below screen.

 

7. Group OR:Group OR option will group the selected condition into OR. You are also allowed to group bunch of grouped conditions into one group by selecting them using Ctrl key as displayed in the below screen.

 

8. Clear Filters:Clear Filters option is used to clear all the filters in a single click.

 

9. Arrows: Up and Down Arrow icons are used to set the rank of the conditions.

 

Note:

Conditions will be evaluated in the order of rank until it evaluates the conditions to be true.

 

10. Open in Script Editor: To write the script, you need to click on Open in Script Editor option.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

As you click on Open In Script Editor option, Edit Condition Script Screen will open as displayed below.

 

1. Wrap Text: Select Wrap Text option, to wrap the text written in the middle panel.

 

2. Test Script: To test the script, click on Test Script option.

 

3. View Output: To view the output of the script, click on View Output option.

 

4. Clear All:Clear All option will clear the entire script.

 

5. Ok: Click on Ok option to save the script and exit the screen.

 

6. Cancel: Click on Cancel option to close and exit the screen.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 


 

Variable:

 

Please refer to the Note available in the below displayed screen to get details on Variable type.

 

1. Type: Select the type of Target Owner as Variable from the drop down list.

 

2. Owner: Here you can either enter the string that specifies a variable or use the Globals or Profile keyword in the available textbox. The variable will be evaluated at the time of execution of the activity and the value of variable will be used as target owner.

 

3. Save: Click on Save option to save the target owner.

 

4. Cancel: Click on Cancel option to cancel the action and exit the screen.

 

Click on image to magnify/shrink
Click on image to magnify/shrink