Conditional requirements

Configure conditional requirements on certain workflow step types. testing why doesn’t it work hmm

Prerequisites

• You are logged in to ValidMind.
• Workflows exist for steps to be tied to.¹
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.²

¹ Configure workflows

² Manage permissions

Configure conditional requirements

Conditional requirements are required or optional for the following step types:³

³ Workflow step types

Model Stage Change optional

1. Under when these conditions are met, set your AND and OR conditions.

2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

   • Click Add Rule to add an independent rule.
   • Click Add Group to add a linked group of rules that all must be true to qualify.

User Action v2 optional

User display rules

1. Under display action button when, set your AND and OR conditions.

2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

   • Click Add Rule to add an independent rule.
   • Click Add Group to add a linked group of rules that all must be true to qualify.

Require model inventory fields

• Select any requested fields⁴ to be entered by users during the action.

• Toggle Optional to on if the field should be optional and not required.

⁴ Manage model inventory fields

Enable user action deadline

1. Toggle Enable deadline on to configure a user action deadline for when users should complete this action by.

2. Then, under end action, select the type of deadline:

   • After Time Interval — Set the amount and unit of the deadline.
   • At Specified Date — Set the date and time the action should wait until.
   • At Specified Date on Model Field — Select a date, date time, or calculated model field that defines the deadline.
   • Time Delta from Specified Date on Model Field — Select a date, date time, or calculated model field to calculate a deadline from, then set a time delta direction and wait duration.

Approval required

1. Under approval group, click Add Individual Approver to set an individual approver selected from User Roles,⁵ Model Stakeholder Types,⁶ or User type model inventory fields:⁷

   • Click Add Rule to add an individual rule.
   • Click Add Group to add a group of rules.

   One approver per rule or rule group must provide approval. If you’ve set multiple rules or rule groups, select whether they are AND or OR conditions.

2. (Optional) Add more individual rule or rule group approvers as required.

   If you’ve set multiple individual approvers, select whether they are AND or OR conditions.

3. Select the fields to review shown to your approval groups as read-only fields.

⁵ Manage roles

⁶ Manage model stakeholder types

⁷ Manage model inventory fields

Broadcast required

Select from either Model Stakeholder Types⁸ or User Roles.⁹

⁸ Manage model stakeholder types

⁹ Manage roles

Condition Branch required

1. Under each branch’s conditions, set your AND and OR conditions.

2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

   • Click Add Rule to add an independent rule.
   • Click Add Group to add a linked group of rules that all must be true to qualify.

Wait required

Select when you would like to resume workflow:

After Time Interval

Set the wait duration in minutes, hours, or days.

At Specified Date

Set a time to wait until as defined by a specific timestamp.

At Specified Date on Model Field

Set the model field¹⁰ with a valid Date or Date Time type model inventory field that defines the specific timestamp on a per model basis.

¹⁰ Manage model inventory fields

Time Delta from Specified Date on Model Field

1. Set the model field¹¹ to a valid Date or Date Time type model inventory field that defines the specific timestamp on a per model basis.

2. Select a time delta direction relative to your selected field.

3. Enter in a wait duration in minutes, hours, days, or months for the delta.

¹¹ Manage model inventory fields

HTTP Request optional

Request timeout

• Enter in a request timeout in seconds under timeout (seconds).

• Max 300 seconds, or enter 0 to disable timeout.

Request options

Toggle the following request options on or off:

• fail on non-2xx — Whether or not the request will be considered failed if the response status code is not in the 2xx range.

• allow invalid certificates — Whether or not the request will be allowed to use invalid certificates.

• follow redirects — Whether or not the request will follow redirects.

• require https — Whether or not the request will require HTTPS.

Request headers

Enter in optional headers to include with your request:

1. Click Add Header under headers to enter a header.

2. Provide a Header Name and Header Value.