Make Step Decision

This rule is often accompanied by a decision question in a requisition form. Typically used to reflect a requisition decision (e.g. makes the requisition step Successful, Unsuccessful or On Hold) and progress the requisition to the next approval step.

The source for a requisition step decision rule is always a multiple choice decision question in a requisition form.
Select the Source and Question upon which the rule will be triggered. As this action is based on a requisition form, select the form as the source (in this case the form called Request to Recruit) and the Decision Question – Proceed to next step.
Select the answer option to trigger the rule (in this case, Proceed to next step).
Once you have set up the rule trigger(s), click the Save button at the bottom right hand corner.
Click the Add Action link and the Action Type list will appear.
Select Make Step Decision from the Action Type dropdown list.
The following fields will appear:
The Decision drop-down list will have Successful, Unsuccessful or On Hold as options. This directly correlates to the Requisition Process.

Note: When building a step decision rule for an approved requisition step, always use “Successful”.
When you select Successful, you will see an option called Next Step. This will allow the rule to automatically move the requisition to a particular approval step in the process. If you select On Hold or Unsuccessful, this dropdown list won’t appear.
Once you have set up the Action, click the Save button.
The action will now appear at the base of the Manage Rule screen:
Return to the Manage Requisition Process by clicking the Requisition Process Template link at the top of the screen:

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