This article discusses an advanced feature of Assette’s Workflows. For an introduction to standard workflows, see the Workflow Basics article, instead.
Workflows in Assette streamline the content creation and approval process by routing Work Items through predefined steps before finalization. Workflows ensure that investment materials undergo necessary approvals, maintaining quality and compliance. Conditional Workflows enhance this process by allowing users to define specific conditions under which a workflow step should execute.
Availability of Conditional Workflows #
Conditional Workflows are available only for the following workflow types:
- Data Objects
- Shell Library
- Smart Pages
- Smart Docs
- Output Approval
- Workflow Definition
Note: For Output Approval workflows, conditional execution is based on Smart Doc classifications, since generated content always inherits the same labels from Smart Docs.
Creating a Conditional Workflow #
Follow these steps to create a Conditional Workflow:
Create a Workflow using the standard Workflow creation process. See Workflow Basics
Enter required information as normal, including workflow name, steps, and approvers.
Enable conditional execution by checking the box labeled “Execute this step if below conditions are met” in the side pane on the right.
Define Conditions:
- Click “Edit Filter” to open the Content Classification filter.
- Apply filters based on Label, Limitation, or Data Ingredient.
- If creating a Smart Doc Workflow, users can also apply conditions based on Compliance Tags.
Determine Next Steps if the condition is not met:
- Choose to either move to a specific step number or complete the workflow.
- Once selected, select “Apply” and continue with the Workflow as normal.
