Conditions Dialog Box (User Initiated Workflows)
When you set up a workflow, you specify the conditions under which the action will take place. You do this on the Conditions dialog box. Vision looks at the conditions in the order in which you specify them on this dialog box. Use the Move Up and Move Down arrows to arrange them in the correct order.
If your firm uses Vision Multicompany, additional column options and operators are available when you create the workflow. These options and operators may provide access to all companies or to the home company. See the Employees and Multicompany online help topics for more information.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
- In the Conditions field on the User Initiated Workflow form, click .