Current Status

Use the Current Status dialog box to specify the criteria for comparing the status of 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 Status activity

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

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

3. Do one of the following:

• To determine whether the account has a specific status, click Value is one of the following.

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

Note: You can select multiple statuses for the evaluation.

4. To filter the list of statuses by code, description, or status type, 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 status to include in the evaluation.

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

Related Topics

Simple Condition Activities