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Flow rule

A flow rule allows you to create a complex rule that uses all the backend integration capabilities of TotalAgility to retrieve data from external sources to use within the rule. A flow rule also enables you to use the decision and multi-branching rules logic of a process map to create the rule and determine the output values.

A flow rule is, in a way, a guideline or condition that dictates how a specific business process should be executed to ensure that tasks are carried out consistently and efficiently within an organization.

For example, in an "Order Processing" flow rule, the orders are processed based on the following two conditions:

  1. If the total order value is greater than $1,000, the order must go through a supervisor's approval before it can proceed to shipping.

  2. If the total order value is $1,000 or less, the order can bypass the supervisor's approval and proceed directly to the shipping department.

Example: Flow rule

When a new order is received, the system calculates the total order value.

  • If the order value exceeds $1,000, the system triggers an alert/notification to a supervisor for approval. The supervisor reviews the order and either approves or rejects it.

  • If the order value is equal to or below $1,000, the system sends it directly to the shipping department for processing and fulfillment without the supervisor’s intervention.

Thus the "Order Processing" flow rule helps the company manage risk and ensure that high-value orders receive appropriate oversight to prevent errors or fraud. At the same time, it streamlines the processing of lower-value orders, improving operational efficiency.

You can create a flow rule either designing a flow or generate it using Generative AI.

How to:

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