Create validation rules

Validation of entered date You can set the rule which validates the entered date. For example, let's specify the date that cannot be a finish date for a project. To add the rule: 1. Open a workspace, open a workflow app inside a workspace and click «Fields». 2. Create the «Finish Date» field (ID: Finish_Date) of the Date/Time type and drag it ... Read More

Validation of entered duration You can set the rule which validates the entered duration. Let's create the example rule which validates, if the value a user entered for total work exceeds the maximum duration or not. To add the rule: 1. Open a workspace, open a workflow app inside a workspace and click «Fields». 2. Create the «Maximum Duration... Read More

Validation of selected user You can create the rule to check if a valid responsible person is assigned to an item. To add the rule: 1. Open a workspace, open a workflow app inside a workspace and click «Fields». 2. Create the «Responsible Person» field (ID: Responsible) of the User type and drag it to the form. 3. Go to «Workflow Scheme» and click ... Read More

If your workflow is complex enough, you can break it up into a few simple processes. For example, a business trip execution process might be simplified in the following way: Travel request — the master process. Travel order — the subprocess, containing gathering detailed information about the trip, booking etc. Expenses report — ... Read More