Skipped Activities and decision branches

Content Manager will skip Activities that have not been completed if successive Activities using OR start conditions are completed.

1. For example, an Activity 3 has the start conditions Activity 1 completed (optional) and Activity 2 completed (optional).

   That means that Activity 3 will be Ready to Start once either Activity 1 or 3 have been completed.

2. A user marks Activity 1 Finally Completed
3. Another user marks Activity 3 Finally Completed
4. Content Manager will set Activity 2 to Skipped - within this three-step Workflow example, it was not essential for its progress

   The skipped Activities are no longer active and cannot be completed

5. Content Manager sends an email to the Assignee of the skipped Activity advising the Workflow Activity has been skipped
6. Content Manager removes skipped Activities from the Due tray

You can enter different possible results against an Activity.

An example is an Activity Application Approval with the possible outcomes:

• Application Approved
• Application Pending
• Application Rejected

Users process the Activity and set a result for it

Depending on the result, the next Activity becomes ready, for example:

• Send Approval Letter
• Send Pending Letter
• Send Rejection Letter

Setting up a decision branch

1. From an Activity's Properties, select the Results tab
2. Right-click to enter the possible results, one at a time
3. Create successor Activities for the results you need to cover.

   See Creating Workflow Activities.

   NOTE: When you create new document placeholders in a decision branch, you cannot reference documents in other branches of the Workflow.

4. In each successor Activity's Properties - Start Conditions tab, create a new start condition
5. In Depends on the following Activity, select the Activity that has the result that should start this one
6. In Having the following Result, select the result that should trigger this Activity to start
7. Save your changes to the Workflow

Using a decision branch

1. When you complete an Activity, Content Manager displays the Complete Activity window
2. At the bottom, pick a result from the Result (tag one or more of the available Results below) field.

   Content Manager will activate other Activities depending on the result.