Define Record Limitations for an Automation Process Visual Workflow Process
Use the Limit Records page of the Automation Process Visual Workflow Process Designer to limit records that are used by the Automation Process to calculate passed time.
To define limited records:
- Open the Automation Process Visual Workflow Process.
- Click the Limit Records page in the left pane of the Current Step Details section.
- Limit records based on Query: Only records for which the Query (Saved
Search) condition is true will cause the Action to be executed when the
Event occurs.
- Select the
Query check box.
The Query drop-down and Ellipses button become active.
- Click the Ellipses button to open the Search Manager, where you can select a Saved Search or create a new Saved Search.
- Select the
Query check box.
- Limit records based on Field: Only records where the specified value
is found in the specified Field will cause the Action to be executed when the
Event occurs.
- Select the
Field check box.
The Field drop-down and Value drop-down become active.
- From the Field drop-down, select a Field.
- From the Value drop-down, select a value for the Field.
- Select the
Field check box.
- Limit records based on an Expression: Only records for which the
Expression
is true will cause the Action to be executed when the Event occurs.
- Select the
Expression check box.
The Expression drop-down, Ellipses button, and Custom Expression button become active.
- Define the Expression:
- Select an existing Expression: Click the Ellipses button to open the Expression Manager, and then select an Expression.
- Create a Custom Expression: Click the
Custom Expression button
and define a Custom Expression.
- Select the
Expression check box.
-
Select OK.