I received a requirement that required a business process flow stage with fields then a condition based on an option set leading to two separate stages. This is pretty straight forward when dealing with business process flows. An example of the business process flow with a condition flow operator would be as follows.
There are three distinct things to know going into this type of a requirement.
- You can only use a condition on a field that’s in the previous stage. This was pretty straight forward until another request came in to remove the field that’s allowing the condition.
- You can drill into a lookups’ related entity field for the condition criteria; as long as that lookup is on the previous stage.
- Once the user has successfully moved past the conditional stage it can’t go back and change that option set to switch which stages are showing. This is out of the box functionality that wasn’t noticed until later in testing.
The more you know; the better decision you’ll make!