Switch

Use the Edit Switch Activity dialog box to specify the criteria for multiple conditions and evaluate accounts within a specified time period based on those conditions. The Switch activity is a composition action, containing multiple conditions set up in sequential order. Individual condition actions contained within a step have their own true endpoint, but the switch step as a whole has a single false endpoint. When the WorkFlow Engine processes accounts in this activity, it evaluates the conditions in the condition order listed. The WorkFlow Engine moves accounts that meet a condition to the true endpoint of that condition and stops processing within the switch activity. If the duration expires and the account still does not meet the criteria of any of the conditions, the WorkFlow Engine moves the account to the false endpoint for the last condition in the switch activity. 

To modify a Switch activity

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

2. On the workflow tab, double-click the Switch activity. The Edit Switch Activity dialog box appears.

Duration: Amount of time for the account to wait in this activity if the account evaluates as false when it enters this activity. If the duration expires and the account doesn't meet the conditions, the WorkFlow Engine moves the account to the activity connected to the false (red) endpoint. If you didn't connect an activity to this endpoint, the account stops processing.

Days: Number of days to wait in this activity.

Hours: Number of hours to wait in this activity.

Minutes: Number of minutes to wait in this activity.

Retry Every: Frequency in which to reevaluate the account to determine whether it meets the condition. The WorkFlow Engine reevaluates the account as many times as the retry setting fits within the duration.

Days: Number of days to wait before re-evaluating.

Hours: Number of hours to wait before re-evaluating.

Minutes: Number of minutes to wait before re-evaluating.

3. In the Condition list box, do the following:

1. To add a condition to the Switch activity, click Add Condition and then click an activity.

2. To specify criteria for a condition, double-click the condition in the list box. In the corresponding dialog box, specify the criteria and then click OK. For information about the criteria for a condition, see the topic for the specific condition activity.

3. To delete a condition from the Switch activity, click the condition in the list box and then click Delete Condition. In the confirmation dialog box, click Yes.

4. To change the processing order for a condition, click the condition in the list box and then click Move Up or Move Down.

4. In the Duration section, do the following:

1. To wait a specific number of days, in the days box, type or use the arrows to specify the number of days to wait.

2. To wait a specific number of hours, in the hours box, type or use the arrows to specify the number of hours to wait.

3. To wait a specific number of minutes, in the minutes box, type or use the arrows to specify the number of minutes to wait.

5. In the Retry Every section, do the following:

1. To retry for a specific number of days, in the days box, type or use the arrows to specify the number of days to wait.

2. To retry for a specific number of hours, in the hours box, type or use the arrows to specify the number of hours to wait.

3. To retry for a specific number of minutes, in the minutes box, type or use the arrows to specify the number of minutes to wait.

Note: You can use a combination of days, hours, and minutes for the duration and retry settings.

6. Click OK. WorkFlow Designer updates the Switch activity in the workflow.

Related Topics

Condition Activities