Configuring Classifications Node

Use this node to automatically assign categories and resolution codes to activities processed by the workflow. Create these classifications from the Administration Console. Then, configure the conditions under which classifications should be assigned to activities. Administrators can configure a set of rules, and for each rule, configure a different set of classifications to be assigned to activities.

To configure a classification node:

1. On the Properties page, on the Diagram tab, add the Classification node in the Workflow Editor.

2. In the Classification Rule Configuration window, provide the following details.

   1. In the Name field, provide a name for the node.

   2. In the Rule Name filed, provide a name for the rule and press the Enter Key. Select the rule name to configure the rule properties.

   3. On the Condition tab, select one of the following options:

      • This rule is always true

      • This rule is true under the following conditions

   

If you have selected the This rule is true under the following conditions option, configure the conditions when the rule is true.

1. 4. Next, go the True tab and select the categories or resolution codes to be assigned to activities if the conditions configured in the rule are met.

   5. Next, go the False tab and select the categories or resolution codes to be assigned to activities if the conditions configured in the rule are not met. The False tab is enabled only if you have selected the This rule is true under the following conditions option on the Condition tab.

Likewise, you can create multiple rules.

1. 6. If you have created more than one rule, use the Move Up and Move Down button to change the order of the rules.

2. 

3. Click the Done button to close the window.

Related Topics

• About Workflow Editor

• Creating Workflows