GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

GoToロジックでは、プロセスフローにおける異なるステップに条件付きでフローを切り替えることができます。例として、融資の依頼を検討しましょう。プロセスフローを構築する際に、異なる承認レベル(レベル1、レベル2など)を設定することで、ローン依頼がこれらのレベルを通過して、ローン処理ノードに到達します。特定のケースでは、レベル1の承認後、承認管理者の判断によっては、GoToステンシルの助けを借りて、ローン依頼をローン処理ノードに直接送信することができます。GoToステンシルでは、プロセスフローにおけるあるステージから他のステージへの切り替えが可能です。

GoToロジックを設定

プロセスフローにGoToロジックを設定するには、以下の手順に従います。

  1. 左側のペインに、ロジックセクションが表示されます。GoToステンシルを、このセクションからビルダーにドラッグアンドドロップします。
  2. GoToステンシルをクリックして、「GoTo」ウィンドウを開きます。
  3. 「GoTo」ウィンドウで、以下の詳細を入力します。
    1. 名前 – GoToアクションの名前を入力。
    2. 条件 – 以下のいずれかの条件を選択してください。
      1. 無条件で実行 – 選択すると、システムはこのセクションにおけるドロップダウンリストから選択したノードまでジャンプします。 
      2. 条件付きで実行 – 選択すると、システムは定義された条件に基づき、ノードまでジャンプします。条件の定義セクションにおいて条件を定義する場合、 プロセスフィールド、コンテキスト および プロセスコンテキストを根拠にしています。例として、プロセスフィールドを選択しましょう。 
        1. オプション(未満)を、それぞれのドロップダウンリストから選択します。そのフィールドに値($1000)を入力します。
        2. Go Toドロップダウンリストから、ノード(ローン処理).を選択します。
        3. Else-Ifを追加セクションで、ノード(さらに承認が必要) Else Go Toブランチドロップダウンリストからを選択します。
  4. 「Go To」ウィンドウを閉じます。

GoToノードは5回しか実行されません。その後、再び同じ手順をたどることはありません。

GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

GoTo 논리를 사용하면 조건적으로 프로세스 흐름의 다른 단계로 흐름을 전환할 수 있습니다. 예를 들어 대출 신청을 살펴봅시다. 프로세스 흐름을 구축하는 동안 다양한 승인 수준(수준 1, 수준 2 등)을 설정하여 대출 요청이 이 수준을 통과하여 대출 처리 노드에 도달하게 할 수 있습니다. 경우에 따라 수준 1 승인 후 승인 관리자의 결정에 따라 GoTo 스텐실을 사용하여 대출 요청을 대출 처리 노드로 직접 전송할 수 있습니다. GoTo 스텐실을 사용하면 프로세스 흐름의 한 단계에서 다른 단계로 전환할 수 있습니다.

GoTo 논리 설정

프로세스 흐름에서 GoTo 논리를 설정하려면 다음 단계를 따르세요.

  1. 왼쪽 창에서 논리 섹션을 찾을 수 있습니다. 이 섹션의 GoTo 스탠실을 빌더로 끌어서 놓습니다.
  2. GoTo 스텐실을 클릭하여 GoTo 창을 엽니다.
  3. GoTo 창에서 다음 세부 정보를 입력합니다.
    1. 이름 – GoTo 조치의 이름을 입력합니다.
    2. 조건 – 아래 조건 중 하나를 선택하세요.
      1. 조건 없이 실행 – 이 옵션을 선택하면 시스템이 이 섹션의 드롭다운 목록에서 선택한 노드로 이동합니다. 
      2. 조건에 따라 실행 – 이 옵션을 선택하면 시스템이 정의된 조건에 따라 해당 노드로 이동합니다. 프로세스 필드, 컨텍스트 프로세스 컨텍스트를 기반으로 조건 정의 섹션에서 조건을 정의할 수 있습니다. 예를 들어, 프로세스 필드를 선택해 봅시다. 
        1. 해당 드롭다운 목록에서 옵션(보다 작음)을 선택합니다. 필드에서 값($1000)을 입력합니다.
        2. Go To 드롭다운 목록에서 노드(대출 처리)를 선택합니다.
        3. Else-If 추가 섹션에서 Else Go To Branch 드롭 다운 목록에서 노드(추가 승인이 필요함)를 선택합니다.
  4. Go To 창을 닫습니다.

GoTo 노드는 5회만 실행됩니다. 그 후에는 같은 단계로 다시 이동하지 않습니다.

GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing

GoTo logic helps you to conditionally switch the flow to a different step in the process flow. For example, let us consider a loan request. While building the process flow, you can set up different levels of approval (level 1, level 2, so on), so that the loan request passes through these levels and reaches the loan processing node. In certain cases, after the level 1 approval, depending on the Approval Manager’s decision, you can directly send the loan request to the loan processing node with the help of GoTo stencil. GoTo stencil allows you to switch from one stage to any other stage in the process flow.

Configure GoTo Logic

To configure a GoTo logic in the process flow, follow the below steps:

  1. On the left pane, you can find the Logic section. Drag and drop the GoTo stencil from this section to the builder.
  2. Click the GoTo stencil to open the GoTo window.
  3. On the GoTo window, enter the following details:
    1. Name  – Enter a name for the GoTo action.
    2. Condition – Select any of the below conditions:
      1. Execute without Conditions – If selected, the system will jump to the node that you select from the drop-down list in this section. 
      2. Execute on Conditions – If selected, the system will jump to the node based on the condition defined. You can define a condition in the Define Condition section based on Process Fields, Context, and Process Context. For example, let us select Process Fields
        1. Select an option (less than) from the respective drop-down list. In the Value field, enter a value ($1000).
        2. From the Then Go To drop-down list, select a node (Loan Processing).
        3. In the Add Else-If section, select a node (Further Approval Required) from the Else Go To Branch drop-down list.
  4. Close the Go To window.

The GoTo node will execute only five times. After that, it will not go to the same step again.