There are 2 Question items and 7 Check items available as follows;

 

Check condition

 

Check for existence of period, calculation, adjustment set, the ‘To date’ is before today or DOB vs. To Date and DOB vs. From Date, Indices date valid (specify name), Interest date valid (specify name), Compare last adjustment calc, From/To date before/after specified date, From date after today + n days / months, To date after today + n days / months

 

Check inline question

Check against a specified value (Y/N) or a list of values (specify field name and then values separated by comma’s. Usage of spaces is not advised).

Check form item

Checks against the value specified (if =, <, > are used the system will check accordingly. The default is = )

Check for action

Check if the current calculation action matches the selected action

Check Occurrence (specify)

Check how many times the item has occurred against specified value

Check Occurrence vs. user value

Check each time if the item has occurred against a specified value

Check result

If condition met (True) or not met (False), do the action specified

 

§  Stop – The wizard is stopped entirely

 

§  Ask to continue – A dialogue box asks the user if they wish to continue

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Label

 

§  Go to step – Wizard moves to the step specified in the Value field. The Go to step can step back and  forwards.

 

§  Skip (specify) actions – The wizard skips the actions (rows) specified in the Expression field. The Expression value would need to be negative in order to skip steps backwards.

 

 

§  Skip (specify) steps – The wizard skips the steps specified in the Expression field. The Expression value would need to be negative in order to skip steps backwards.

 

§ True/False Begin/End – Allows user to run code within Begin / End section based on condition and it is highlighted in red/orange.

 

§  True/False goto label (forward / backwards) – allow jump to label based on condition (preferable to skipping actions as easier to follow)

 

§  True / False Miss rest of step – The wizard skips rest of the items in that step based on set condition.

 

 

Label for code to jump to (via check result or check adjustment) and this item is highlighted in navy.

‘Validate clauses’ button can be used to check if the wizard can jump from one label to another. This button will only check the current page and will display an error message in case of missing labels.

 

 

Ask question

§  Creates a dialogue box displaying text entered in the Value field, with the following response options

 

§  Yes/No

 

§  Ok Cancel

 

§  Ok

 

§  Ask for instances (Sets the user defined value for use in above Check)

 

Call Wizard

Wizard name entered in expression column will be set to run

Inline question

 

Allows a Yes/No box or combination of values, which can be added to the form. There are 2 options based on the order of Yes/No and multiple options where the combi option is selected. The first item is always classed as TRUE when checking the result.

 

 

The Condition step type performs simple logic checks before performing actions, moving to different steps, or stopping the wizard.

Conditions are singular items and do not produce a loop on their own.


To produce a loop, place a condition at the end of the loop steps to direct you back to the initial condition.


Each condition can be called up to 100 times per ‘run’, after which the wizard will stop and present a warning message. Using the Set field item the Max step iteration can be set to 100 – 25,000 times.

 

Check result added to allow for user exceptions. Check result is to be used with care as this can change the flow of a wizard to jump to another step. Any text added to appear in the exception file must end with a space as the words ‘Wizard Exception’ will appear at the end of the text.

 

Please note the ‘inline question’ option should not be placed in the first step of the wizard.

 

Notes: Display Item and Stop Item are not available on a Condition Step.

 


Related Topics

Individual step types