Add Conditions

Add conditions to transitions. Conditions cause the workflow to wait at that stage until the specified condition has been satisfied. Conditions on actions determine if the action happens or not based on whether the condition is fulfilled when that stage is run. Your access to these settings is dependent on your version of ConceptShare.

Important: Workflows are available only in the Enterprise Edition of ConceptShare.

Before you can add conditions, you must first add transitions to workflow stages. For instructions, see Add Transitions.

To add conditions to transitions:

1. Log into your account.
2. At the top right of the screen, click the gear wheel > Workflow Templates.
3. On the toolbar of the Workflow Templates dashboard, click a Deliverable or Project template and click Edit Deliverable Workflow.
4. In the Edit Deliverable Workflow dialog box, click the chevron to the right of a transition, and select Add Condition.
5. In the Condition Properties pane, specify the required information, and click Save.