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Mechanism of Selection, Which Logic Is Used
When an approval workflow logic is about to be executed, the engine will select the logic based on certain criteria. Besides standard things, like if the logic is active, there are also the following aspects that decide, which logic will be used:
Type of document - Some types of documents can have the workflow logic set in their Type object:
Compensation Plan - Approval workflow logic can must be specified in the Compensation Header Type (since version 8.0).
Compensation Record - Approval workflow logic can must be specified in the Compensation Header Type (since version 8.0).
Custom Form - Approval workflow logic can must be specified in the Custom Form Type (since version 9.0).
Deal Plan - Approval workflow logic can must be specified in the Plan Type (since version 8.0).
Quote - Approval workflow logic can must be specified in the Quote Type.
Rebate Agreement - Approval workflow logic can must be specified in the Rebate Agreement Type (since version 8.0).
Rebate Record - Approval workflow logic must be specified in the Rebate Agreement Type.
Rebate Record Group - Approval workflow logic can must be specified in the Rebate Agreement Type (since version 8.0).
Logic’s Workflow Type - When the Workflow logic is not set in the Type object, then the workflow logic is selected based on its Workflow Type.
Validity - The logic’s Valid After will be compared to:
either to today,
or, if the advanced configuration property clicWorkflowByTargetDate is set, the system will use the first date of validity of the document (e.g., in a Quote it’s the field targetDate).
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