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Question

Feature Request: System Wide Conditions

asked on September 11, 2024

When I setup different Forms processes, there are gateways that I configure in multiple places in a Forms process or in multiple processes, that use the same conditions. If the conditions need to be updated, they need to be updated in each process and in each gateway. This becomes more difficult the more processes an organization has and the larger their processes to make sure each one is updated.

For these situations it would be great if there was a system wide conditions feature where an admin could create a condition and then reference that condition in a gateway, very similar to how system wide repository profiles work. Then when the conditions need to be updated the admin only needs to make the update in one place.

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Replies

replied on September 11, 2024

Totally agree with that. Also having drag and drop blueprints of fields and their related lookup/field rules that could be maintained the same way would be amazing. So many forms have the same exact fields and rules for name, ID, email, manager name, manager email, etc.

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replied on September 11, 2024

What would be the expectation for handling of the outflows? For example if your "global condition" adds/removes an outflow, how would you update every process that uses it to handle the outflows properly?

Have you checked out decision tables in cloud before? I'm assuming you are referring to self hosted here, but interested in seeing if that way of handling would work for your use case?

@████████ Sharing/reusability/maintainability is very high on my priority list!

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replied on September 12, 2024

The outflows would behave as configured. If we are able to create a "global condition", I would see setting gateways similar to a user task where you can choose whether to set it to a manually defined condition or use a global condition. It doesn't have to work exactly like that, but that's the idea. This way when the global condition is updated, it only affects those gateways where it is used. The outflows themselves behave the same as always, if the condition(s) are satisfied take that path.

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replied on September 12, 2024

I understand the "global condition" would handle what outflow is actually TRUE, but you would still need to wire it to something within your process diagram on each form. If something were to change either the count or order of outflows you would have to rewire each process.

With decision tables in cloud, you have to map the rule output to a form field so this would probably work as you wanted here as well so if the output name is the same it will always map to the process variable outside of it. BUT you would still need to setup the gateways to handle the task routing in each process. Is this kind of what you are looking for?

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replied on September 12, 2024

Zach, you are correct that if the count or order of the outflows needs to be rearranged than it would have to be done in each process, which I've never had to worry about to be honest.

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replied on September 12, 2024

Have you seen decision tables in cloud before? I'm curious if that type of approach fits this use case.

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replied on September 12, 2024

I'm sure I have, but it's been a while. I'll take a look again and let you know.

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replied on September 23, 2024

I took a look at them, and I think the concept applies, but decision tables in general seem more complicated than what I would need.

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replied on September 24, 2024

I agree the UI needs some work to be a little more intuitive, but it is basically inputs and outputs with formulas. Thank you for checking though!

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