I am trying to create a process with 2 separate pathways based off a decision. It’s a process to show people which documents to use when managing a project. I want to have it reach a Decision Point where if it is over $75K, it will diverge and take a path. And if it is below $75K it will diverge and take a different path. I just cannot see anything like that in all of my settings. I feel like this is a very simple thing and should be possible in theory?
Also my Promapp looks very different to a lot of the tutorial videos and instructions I have found. Here are some screenshots for reference.
Page 1 / 1
Hi @Jake.Parker,
There are a number of ways to achieve what you are trying to do. Firstly, if you truly want to use a decision, you should be able to access it from the “Add Process Link” drop down as follows:
If that option does not appear for you, just ensure that it is turned on under the “Configuration > Process Editing” menu:
That being said, you could also depict the process with a “parallel” path, with an activity prior to those informing the user to determine the value of the request and the outcome being that they execute the relevant follow-on activity:
Lastly, you could create Process Variations for your use case, having one process for items below $75k, and one for items above $75k:
Lastly, you could also potentially use notes to achieve a similar outcome, but I think the above solutions are more explicit and visually obvious to the end user.
Hope this helps?
Kind Regards,
Mark.
Much appreciated. Where could I find that “Configuration > Process Editing” menu? I understand your alternative suggestion but would love to activate decisions if possible. Just can’t seem to find that option.
It seems it was an issue with permissions. My Admin has since granted me the relevant permissions and it is now working. Many thanks!
It seems it was an issue with permissions. My Admin has since granted me the relevant permissions and it is now working. Many thanks!
I was just about to reply but saw that you managed
