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Step rules: how does the workflow move to the next step?

The app uses the DEXPRO Rules Engine to determine:

  • which rule matches
  • to which next step it switches
  • whether the assignee is overridden
  • whether it auto-approves
  • and whether the action applies to the header approval, related approvals (lines), or both.

If no rule is defined, the respective step configuration applies.

Rule group per step ("Show Rules")

  1. In the Stepslist, mark the desired step.
  2. Action "Show Rules".

If no rule group is stored yet, the app automatically creates a Rule Group and enters it on the step.

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Create rules (DEXPRO Core)

On the opened page Rules:

  1. New.
  2. Rule Code and Rule Name set.
  3. Sequence/Priority assign.
  4. Active = Yes.
  5. Optional:
    • Condition Conjunction (AND/OR)
    • Record Matching Type (Any Record / All Records)

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Maintain Advanced Workflow fields on the rule (Next Step, Auto-Approve, Override Assignee)

On the rule there is the area "DEXPRO Advanced Workflow":

  1. Rule Action set (lookup/drilldown) and choose the desired action, e.g.
    • Step Transition
    • Override Assignee
    • Auto-Approve
  2. For Step Transition additionally choose Next Step (the lookup shows the next possible steps).
  3. If related approvals are active: Applies To set (Header / Related Only / Header and Related).
  4. For Override Assignee: Assignee Type and Assignee maintain.

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Add conditions (rule conditions)

On the Rules page:

  1. Action "Show Conditions".
  2. Add one line per condition:
    • Source Table ID (primary table or related table)
    • Source Field ID (field)
    • Comparison Operator (operator)
    • Value (value; AssistEdit for Enum/Boolean/Between/In Set)

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Tip: If you use conditions over related tables, the relation in Related Tables must be maintained correctly.

Test rules (without a real workflow)

On the Rules page there are:

  • Test Rule
  • Test Rule Group

This lets you check rules/rule conditions against a sample record before starting real workflows.

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