Learn how to optimize process progression in TERRAND by configuring stage skips based on user responses, creating more dynamic and personalized workflows.
Introduction
The Stage Skip functionality allows a process with multiple stages to vary its flow based on the responses entered in a specific field. This makes the process execution more flexible, adapting automatically according to the defined conditions.
By configuring this option, you can establish rules for the process to skip one or more stages based on the value of a specific field, optimizing the management and execution of each workflow.
Below, we explain how to configure it.
Steps to Configure Stage Skip
1 - Select the Stage for the Skip
Identify the stage within the workflow where you want to configure the stage skip.
2 - Activate the Functionality
Within the "Actions" section, click the "+" button and select the "Stage Skip" option from the dropdown.
3 - Define the Skip Conditions
Expand the conditions configuration by clicking the "+" button.
Select the field whose response will trigger the skip.
Define the condition that must be met based on the field type:
- Alphanumeric fields: equal, different, greater, less.
- Options and checkbox fields: contains, does not contain.
- Compliance fields (yes/no): equal, different.
Enter the value that will trigger the condition.
Specify how many stages will be skipped if the condition is met.
4 - Add Additional Conditions
You can define a single condition or set multiple conditions that must all be met simultaneously to trigger the stage skip.
If you need to configure different stage skips, repeat the above steps for each of the required conditions.
5 - Considerations for Skipping to Different Stages
If you configure multiple skip conditions for different stages within the same stage, the system will always prioritize the shortest skip.
Finishing the Configuration
Once the configuration is complete, save the changes to ensure the workflow functions correctly.
To complement the information, we have provided an explanatory video with more details on this functionality.
Conclusion
We conclude the article by inviting you to review the hyperlinks to dive deeper into each module and gain more information. If you cannot find what you're looking for, feel free to contact us.