Defining qualifications

If needed, you can create a qualification that is used in the advanced task group template to determine how the flow should be generated. Qualifications use data supplied by input variables to determine the flow. Before you define a qualification, you must map variables to fields on the form. Then you can define the qualification against the field.

To define qualifications in advanced task group templates

1. Define the flow of templates, as described in Creating-flow-for-task-group-templates.
2. On the Flow tab on the Task Group Template form, select the flow relationship, and then click Edit.
   You define a qualification for the flow that appears in the Flow Template form.
3. To define an input variable mapping, in the Variable Name field on the Input tab, select a variable. You can map Local, System, and Global variables.
   For example, you might want to select the system variable holding the predecessor status so that the predecessor task can be checked.
   For information about the different variables, see Creating-variable-templates.
4. In the To field, select a field to map the variable data to.
5. Click Add.
   The mapping appears in the Input Variable Mapping table.
6. (Optional) Click Clear to remove the field and variable you had selected.
7. Add as many input variable mappings as you need for the flow.
8. In the Qualification Criteria text field on the Qualification tab, build a qualification statement to specify how the flow should be evaluated. 
   You can include fields in the qualification statement. For example, if you are building a qualification for a flow where you want to take another action if the task group fails, you would map the variable to the field and create the following qualification with the Predecessor Status system variable: 'Predecessor Status Reason Selection'="Failed"
9. In the Evaluate if Predecessor Failure field, select Yes or No to indicate if the qualification should apply if the task or task group's predecessor has failed.
10. In the Evaluate if Predecessor Canceled field, select Yes or No to indicate if the qualification should apply if the task or task group's predecessor has been cancelled.
11. In the Flow to Successor when field, select a value:
    • All Complete causes the successor flow to start only when all predecessors are complete.
    • Any Complete causes the successor flow to start when any of the predecessors are complete.
12. Click Save.