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Last Updated: 2023-06-23
Example: Create Condition Rules Using Calculated Fields for Student Residency Event

Example: Create Condition Rules Using Calculated Fields for Student Residency Event

This example illustrates how to create conditional fields on the
Student Residency Event
 business process to initiate another questionnaire before the residency review.
You work in the admissions office and view the responses to the residency questionnaire to determine residency at Alma Mater University. If the applicant answers
Yes
 to In-state resident on the initial questionnaire, then you want the business process to send another followup questionnaire.
You create 3 calculated fields in sequential order:
True/False Condition
,
Extract Single Instance
, and
Lookup Related Value
. You then add a second questionnaire step to the business rule.
You add a conditional rule to the step using the calculated fields. Ensure that the conditional rule step is before the
Change Student Residency
 step.
  • Create a questionnaire about in-state residency. Example:
    Was your high school in state?
  • Security:
    Customer Field Management
     domain in the System functional area.
  1. Access the
    Create Calculated Field
     task.
    1. Create a
      True/False
       condition.
    2. Enter
      Residency - High School In State
       for the Field Name.
    3. Enter or select these values:
      Option
      Description
      Business Object
      Select
      Questionnaire Answer
      .
      Function
      Select
      True/False Condition
      .
    4. Click
      OK
      .
    5. Enter or select these values on the
      Calculation
       tab:
      Option
      Description
      And/Or
      Select
      And
      .
      Field
      Select
      Question
      .
      Operator
      Select
      In the selection list
      .
      Comparison Type
      Select
      Value specified in this filter
      .
      Comparison Value
      Select
      Was your high school in state?
       that you created.
    6. Click
      OK
      .
    7. Click
      Done
      .
  2. Access the
    Create Calculated Field
     task.
    1. Create an
      Extract Single Instance
       condition.
    2. Enter
      Residency – Extract Was High School In State
       for the Field Name.
    3. Enter or select these values:
      Option
      Description
      Business Object
      Select
      Action Event
      .
      Function
      Select
      Extract Single Instance
      .
    4. Click
      OK
      .
    5. Enter or select these values:
      Option
      Description
      Calculation
       tab
      For
      Source Field
      , select
      Questionnaire Answers for Event
      .
      For
      Condition
      , select
      Residency - High School In State
      . This is the
      True/False
       calculated field that you created in Step 1.
      For
      Sort Field
      , select
      Any is True
      . You can leave sorting on the default selection.
    6. Click
      OK
      .
    7. Click
      Done
      .
  3. Access the
    Create Calculated Field
     task.
    1. Create a
      Lookup related value
      .
      Option
      Description
      Field Name
      Enter
      Residency – Lookup Response V2
      .
      Business Object
      Select
      Action Event
      .
      Function
      Select
      Lookup Related Value
      .
      Click
      OK
      .
      Calculation
       tab
      For
      Lookup Field
      , enter
      Residency – Extract Was High School In State
      . This is the
      Extract Single Instance
       calculated field that you created in Step 2.
      For
      Enter Return Value
      , select
      Question Multiple Choice Answer
      .
    2. Click
      OK
      .
    3. Click
      Done
      .
  4. From the related actions menu of the
    Student Residency Event
     business process, select
    Business Process
    Edit Definition
    .
    Create and add the condition rule as a step on business object.
    1. Verify you have a
      Configure Questionnaire
       step for the residency questionnaire after the initiation step.
    2. Add another
      Configure Questionnaire
       step before the
      Change Student Residency
       action step.
    3. Click
      OK
      .
    4. From the related actions (search icon) for the new
      Configure Questionnaire
       step, select
      Business Process
      Maintain Step Conditions
      .
    5. Click
      OK
      .
    6. Add a row for a new rule.
      Option
      Description
      Rule
      Select
      Create Condition Rule
      .
    7. Click
      OK
      .
    8. Enter or select these values:
      Option
      Description
      Description
      Enter
      Residency - High School In State is Yes
      .
      Source Field or Condition Rule
      Select
      Residency - Lookup Response V2
      .
      Relational Operator
      Select
      in the selection list
      .
      Comparison Type
      Select
      Value Specified in this filter
      .
      Comparison Value
      Select the value
      Yes (Was your high school in state)?
    9. Click
      OK
      .
    10. Click
      Done
      .
When the applicant reports on the initial questionnaire that their high school is in state, the business process sends them a follow up questionnaire to complete.
After you've defined your calculated fields and configured the business process, you can test it to make sure it’s giving you the correct results. Initiate a residency review for a student to launch the
Student Residency
 business process.