Process override conditions

When creating a process it is possible to specify an override condition. This allows you to instruct a process to ignore a pre-condition if the override condition is met. For example, if a process that captures estate agent details is set up with a pre-condition that requires an estate agent to be instructed, then an override condition may be set up so that if an estate agent has not been instructed, the process is skipped.

Override conditions are the result of a formula, so in the case of the example above, a process called Capture estate agent details would have an override condition of "Estate agent instructed = No", which when the Estate agent instructed field was set to No the override condition would be triggered and the process skipped.

A description can also be specified for an override condition, e.g. Not required when an estate agent has not been instructed. This is displayed in the Process Overview to show a friendly explanation of the override condition.

When an override condition is met, the usual green tick (that shows against completed processes in the Process Overview) is replaced with a blue one to indicate that the override condition has been met instead.

Notes