How to specify gateway criteria in flowchart?

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  • Dmitry
    Member
    • Jul 2017
    • 85

    How to specify gateway criteria in flowchart?

    I am trying to create a flowchart for a process, that needs to check certain conditions several times (e.g. before sending each email, check if the customer has not unsubscribed). I can't figure out, how to specify selection criteria for gateways. When I create a gateway, I only see two fields - "Text" and "Description"
  • Dmitry
    Member
    • Jul 2017
    • 85

    #2
    Resolved. Additional fields appear after connections to more than one next step are drawn. Not obvious!

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    • yuri
      Member
      • Mar 2014
      • 8440

      #3
      Getaway with less than two outgoing flows is not valid or treated as converging. How you can specify diverging criteria if there only one outgoing flow.
      Last edited by yuri; 10-13-2018, 04:06 PM.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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      • Dmitry
        Member
        • Jul 2017
        • 85

        #4
        True, but hiding the fields is not the best UX solution. You may as well make them required or show a warning. Otherwise, users start looking for the place to set up conditions elsewhere.

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