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Refer to the following sections to configure If/Then branches for a template.
Criteria for If Branch
The criteria configured in the If branch will be the prerequisites of the criteria configured in the Then branch. Refer to the table below to view the criteria you can configure in the If branch.
| Object Level | Property Type | Option | Additional Configurations | Comment |
|---|---|---|---|---|
| Document | Single line of text | is equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document whose property value is equal to the configured value. |
| Document | Single line of text | is not equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document whose property value is not equal to the configured value. |
| Document | Single line of text | contains | Enter a value in the text box. | The action configured in the Then branch will be performed on the document whose property value contains the configured value. |
| Document | Single line of text | does not contain | Enter a value in the text box. | The action configured in the Then branch will be performed on the document whose property value does not contain the configured value. |
| Document | Single line of text | inherits value from parent object | Select a property from the drop-down list for the document set. In the Inheritance option section, define whether the inherited values are editable. You can also define whether to add a suffix to the inherited value. If you want to add a suffix, select the Add a suffix to the inherited value checkbox and enter the suffix in the text box. After that, the result sample will be displayed in the Then section. | The document property value will inherit from the selected property value of the document set. |
| Document | Multiple lines of text | is equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document whose property value is equal to the configured value. |
| Document | Multiple lines of text | is not equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document whose property value is not equal to the configured value. |
| Document | Multiple lines of text | contains | Enter a value in the text box. | The action configured in the Then branch will be performed on the document whose property value contains the configured value. |
| Document | Multiple lines of text | does not contain | Enter a value in the text box. | The action configured in the Then branch will be performed on the document whose property value does not contain the configured value. |
| Document | Multiple lines of text | inherits value from parent object | Select a property from the drop-down list for the document set. In the Inheritance option section, define whether the inherited values are editable. You can also define whether to add a suffix to the inherited value. If you want to add a suffix, select the Add a suffix to the inherited value checkbox and enter the suffix in the text box. After that, the result sample will be displayed in the Then section. | The document property value will inherit from the selected property value of the document set. |
| Document | Choice | is equal to | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document whose property value is equal to the selected value. |
| Document | Choice | is not equal to | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document whose property value is not equal to the selected value. |
| Document | Choice | contains | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document whose property value contains the configured value. |
| Document | Choice | does not contain | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document whose property value does not contain the configured value. |
| Document | Choice | inherits value from parent object | Select a property from the drop-down list for the document set. In the Inheritance option section, define whether the inherited values are editable. After that, the result sample will be displayed in the Then section. | The document property value will inherit from the property value of the document set. |
| Document | Date and time | is equal to | Select a date as the value. If the property includes time, you also need to select a time as the value. | The action configured in the Then branch will be performed on the document whose property value is equal to the selected value. |
| Document | Date and time | is not equal to | Select a date as the value. If the property includes time, you also need to select a time as the value. | The action configured in the Then branch will be performed on the document whose property value is not equal to the selected value. |
| Document | Date and time | inherits value from parent object | Select a property from the drop-down list for the document set. In the Inheritance option section, define whether the inherited values are editable. After that, the result sample will be displayed in the Then section. | The document property value will inherit from the selected property value of the document set. |
| Document | Person or group | is equal to | Enter the name of a user/group as the value. | The action configured in the Then branch will be performed on the document whose property value is equal to the configured value. |
| Document | Person or group | is not equal to | Enter the name of a user/group as the value. | The action configured in the Then branch will be performed on the document whose property value is not equal to the configured value. |
| Document | Person or group | contains | Enter the name of a user/group as the value. | The action configured in the Then branch will be performed on the document whose property value contains the configured value. |
| Document | Person or group | does not contain | Enter the name of a user/group as the value. | The action configured in the Then branch will be performed on the document whose property value does not contain the configured value. |
| Document | Managed metadata | is equal to | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document whose property value is equal to the selected value. |
| Document | Managed metadata | is not equal to | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document whose property value is not equal to the selected value. |
| Document | Managed metadata | contains | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document whose property value contains the configured value. |
| Document | Managed metadata | does not contain | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document whose property value does not contain the configured value. |
| Document | Managed metadata | inherits value from parent object | Select a property from the drop-down list for the document set. In the Inheritance option section, define whether the inherited values are editable. After that, the result sample will be displayed in the Then section. | The document property value will inherit from the selected property value of the document set. |
| Document set | Single line of text | is equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set whose property value is equal to the configured value. |
| Document set | Single line of text | is not equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set whose property value is not equal to the configured value. |
| Document set | Single line of text | contains | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set whose property value contains the configured value. |
| Document set | Single line of text | does not contain | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set whose property value does not contain the configured value. |
| Document set | Multiple lines of text | is equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set whose property value is equal to the configured value. |
| Document set | Multiple lines of text | is not equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set whose property value is not equal to the configured value. |
| Document set | Multiple lines of text | contains | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set whose property value contains the configured value. |
| Document set | Multiple lines of text | does not contain | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set whose property value does not contain the configured value. |
| Document set | Choice | is equal to | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document set whose property value is equal to the selected value. |
| Document set | Choice | is not equal to | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document set whose property value is not equal to the selected value. |
| Document set | Choice | contains | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document set whose property value contains the configured value. |
| Document set | Choice | does not contain | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document set whose property value does not contain the configured value. |
| Document set | Date and time | is equal to | Select a data as the value. If the property includes time, you also need to select a time as the value. | The action configured in the Then branch will be performed on the document set whose property value is equal to the selected value. |
| Document set | Date and time | is not equal to | Select a data as the value. If the property includes time, you also need to select a time as the value. | The action configured in the Then branch will be performed on the document set whose property value is not equal to the selected value. |
| Document set | Person or group | is equal to | Enter the name of a user/group as the value. | The action configured in the Then branch will be performed on the document set whose property value is equal to the configured value. |
| Document set | Person or group | is not equal to | Enter the name of a user/group as the value. | The action configured in the Then branch will be performed on the document set whose property value is not equal to the configured value. |
| Document set | Person or group | contains | Enter the name of a user/group as the value. | The action configured in the Then branch will be performed on the document set whose property value contains the configured value. |
| Document set | Person or group | does not contain | Enter the name of a user/group as the value. | The action configured in the Then branch will be performed on the document set whose property value does not contain the configured value. |
| Document set | Managed metadata | is equal to | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document set whose property value is equal to the selected value. |
| Document set | Managed metadata | is not equal to | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document set whose property value is not equal to the selected value. |
| Document set | Managed metadata | contains | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document set whose property value contains the configured value. |
| Document set | Managed metadata | does not contain | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document set whose property value does not contain the configured value. |
| Document set and document | Single line of text | is equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set and document whose property value is equal to the configured value. |
| Document set and document | Single line of text | is not equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set and document whose property value is not equal to the configured value. |
| Document set and document | Single line of text | contains | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set and document whose property value contains the configured value. |
| Document set and document | Single line of text | does not contain | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set and document whose property value does not contain the configured value. |
| Document set and document | Multiple lines of text | is equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set and document whose property value is equal to the configured value. |
| Document set and document | Multiple lines of text | is not equal to | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set and document whose property value is not equal to the configured value. |
| Document set and document | Multiple lines of text | contains | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set and document whose property value contains the configured value. |
| Document set and document | Multiple lines of text | does not contain | Enter a value in the text box. | The action configured in the Then branch will be performed on the document set and document whose property value does not contain the configured value. |
| Document set and document | Choice | is equal to | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document set and document whose property value is equal to the selected value. |
| Document set and document | Choice | is not equal to | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document set and document whose property value is not equal to the selected value. |
| Document set and document | Choice | contains | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document set and document whose property value contains the configured value. |
| Document set and document | Choice | does not contain | Select an option from the drop-down list. | The action configured in the Then branch will be performed on the document set and document whose property value does not contain the configured value. |
| Document set and document | Date and time | is equal to | Select a data as the value. If the property includes time, you also need to select a time as the value. | The action configured in the Then branch will be performed on the document set and document whose property value is equal to the selected value. |
| Document set and document | Date and time | is not equal to | Select a data as the value. If the property includes time, you also need to select a time as the value. | The action configured in the Then branch will be performed on the document set and document whose property value is not equal to the selected value. |
| Document set and document | Person or group | is equal to | Enter a user’s name as the value. | The action configured in the Then branch will be performed on the document set and document whose property value is equal to the configured value. |
| Document set and document | Person or group | is not equal to | Enter a user’s name as the value. | The action configured in the Then branch will be performed on the document set and document whose property value is not equal to the configured value. |
| Document set and document | Person or group | contains | Enter a user’s name as the value. | The action configured in the Then branch will be performed on the document set and document whose property value contains the configured value. |
| Document set and document | Person or group | does not contain | Enter a user’s name as the value. | The action configured in the Then branch will be performed on the document set and document whose property value does not contain the configured value. |
| Document set and document | Managed metadata | is equal to | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document set and document whose property value is equal to the selected value. |
| Document set and document | Managed metadata | is not equal to | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document set and document whose property value is not equal to the selected value. |
| Document set and document | Managed metadata | contains | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document set and document whose property value contains the configured value. |
| Document set and document | Managed metadata | does not contain | Select a term set or term as the value. | The action configured in the Then branch will be performed on the document set and document whose property value does not contain the configured value. |
Criteria for Then Branch
The actions configured in the Then branch will be performed on the data that meets the criterion configured in the If branch. Refer to the table below to view the criteria you can configure in the Then branch.
| Object Level | Property | Option | Additional Configurations |
|---|---|---|---|
| Document | Single line of text | is equal to | Enter a value in the text box and select an option from the drop-down list. |
| Document | Single line of text | is required to contain information | |
| Document | Multiple lines of text | is equal to | Enter a value in the text box and select an option from the drop-down list. |
| Document | Multiple lines of text | is required to contain information | |
| Document | Choice | is equal to | Select an option from the drop-down list. |
| Document | Choice | must belong to | Select an option from the drop-down list. |
| Document | Choice | is required to contain information | |
| Document | Date and time | is equal to | Select a date as the value and select an option from the drop-down list. If the property includes time, you also need to select a time as the value. |
| Document | Date and time | is required to contain information | |
| Document | Person or group | is equal to | Enter the name of a user/group as the value. |
| Document | Person or group | is required to contain information | |
| Document | Managed metadata | is equal to | Select a term set or term as the value. |
| Document | Managed metadata | must belong to | Select a term set or term as the value. |
| Document | Managed metadata | is required to contain information | |
| Document set | Single line of text | is equal to | Enter a value in the text box and select an option from the drop-down list. |
| Document set | Single line of text | is required to contain information | |
| Document set | Multiple lines of text | is equal to | Enter a value in the text box and select an option from the drop-down list. |
| Document set | Multiple lines of text | is required to contain information | |
| Document set | Choice | is equal to | Select an option from the drop-down list. |
| Document set | Choice | must belong to | Select an option from the drop-down list. |
| Document set | Choice | is required to contain information | |
| Document set | Date and time | is equal to | Select a date as the value and select an option from the drop-down list. If the property includes time, you also need to select a time as the value. |
| Document set | Date and time | is required to contain information | |
| Document set | Person or group | is equal to | Enter the name of a user/group as the value. |
| Document set | Person or group | is required to contain information | |
| Document set | Managed metadata | is equal to | Select a term set or term as the value. |
| Document set | Managed metadata | must belong to | Select a term set or term as the value. |
| Document set | Managed metadata | is required to contain information | |
| Document set and document | Single line of text | is equal to | Enter a value in the text box and select an option from the drop-down list. |
| Document set and document | Single line of text | is required to contain information | |
| Document set and document | Multiple lines of text | is equal to | Enter a value in the text box and select an option from the drop-down list. |
| Document set and document | Multiple lines of text | is required to contain information | |
| Document set and document | Choice | is equal to | Select an option from the drop-down list. |
| Document set and document | Choice | must belong to | Select an option from the drop-down list. |
| Document set and document | Choice | is required to contain information | |
| Document set and document | Date and time | is equal to | Select a date as the value and select an option from the drop-down list. If the property includes time, you also need to select a time as the value. |
| Document set and document | Date and time | is required to contain information | |
| Document set and document | Person or group | is equal to | Enter the name of a user/group as the value. |
| Document set and document | Person or group | is required to contain information | |
| Document set and document | Managed metadata | is equal to | Select a term set or term as the value. |
| Document set and document | Managed metadata | must belong to | Select a term set or term as the value. |
| Document set and document | Managed metadata | is required to contain information |
Criteria for Invalid Property Validation
The configured error message will be displayed if the specified trigger action is detected and the configured criteria are met. Refer to the table below to view the criteria you can configure in the Invalid property validation section.
| Option | Object Level | Condition | Additional Configurations |
|---|---|---|---|
| Property value | Document | contains | Enter a value in the text box. |
| Property value | Document | is more than | Select an option from the drop-down list. |
| Property value | Document | is less than | Select an option from the drop-down list. |
| Property value | Document set | contains | Enter a value in the text box. |
| Property value | Document set | is more than | Select an option from the drop-down list. |
| Property value | Document set | is less than | Select an option from the drop-down list. |
| Property value | Document set and document | contains | Enter a value in the text box. |
| Property value | Document set and document | is more than | Select an option from the drop-down list. |
| Property value | Document set and document | is less than | Select an option from the drop-down list. |
| Property value length | Document | is more than | Enter a value in the text box. |
| Property value length | Document | is less than | Enter a value in the text box. |
| Property value length | Document set | is more than | Enter a value in the text box. |
| Property value length | Document set | is less than | Enter a value in the text box. |
| Property value length | Document set and document | is more than | Enter a value in the text box. |
| Property value length | Document set and document | is less than | Enter a value in the text box. |
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