Current Desk

Use the Current Desk dialog box to specify the criteria for comparing the desk associated to accounts against a specified value. If the condition evaluates as true, the account moves to the true (green) endpoint; otherwise, it moves to the false (red) endpoint.

To modify a Current Desk activity

1. Create or open a workflow with a Current Desk activity. For more information, see Create a Workflow or Modify a Workflow.

2. On the workflow tab, double-click the Current Desk activity. The Current Desk dialog box appears.

3. Do one of the following:

• To determine whether the account belongs to a specific desk, click Value is one of the following.

• To determine whether the account doesn't belong to a specific desk, click Value is not one of the following.

Note: You can select multiple desks for the evaluation.

4. To filter the list of desks by code, description, desk type, or branch, type a value in the filter box and then click Filter. To clear the filter, clear the value in the filter box and then click Filter.

5. Select the check box for each desk to include in the evaluation.

6. Click Okay. WorkFlow Designer updates the Current Desk activity in the workflow.

Related Topics

Simple Condition Activities