公司级别工作流模板创建者指南 - 工具特定声明和条件

工具特定声明和条件

为工作流的条件语句选择正确的条件可确保流程完全按预期运行。本指南总结了适用于每个工具的条件的可用语句。它还详细介绍了关键运算符的功能 - 从"大于"和"小于"等数字比较器，到"是"、"已选中复选框"和"包含以下任何一个"等特定匹配 - 以帮助你自信地定义精确逻辑以推动自动化工作流步骤。

工具特定语句

为 Procore 项目创建ea工作流模板时，请使用这些特定于工具的说明。

Note

Conditional statements for the project's budget use the total amount from the selected workflow column. You can set this column while configuring your budget settings under the Workflow Column tab in the Company level Admin tool. See Create or edit a budget view.

Budget Changes... Show/Hide

Condition	Definition
Budget Change Amount	The grand total of the all 'To' and 'From' Budget Change adjustment line item values.
Adjustment Amount	The sum of the adjustment line item's positive amounts OR the absolute value of the adjustment line item's negative amounts. The greatest absolute value will be used to determine the outcome of the condition step.

合约…显示/隐藏

Condition	Definition	Example
Original Contract Amount	The total SOV amount of the contract being approved.	A workflow needs to follow different approval paths depending on the amount of the contract being approved.
Total Amount of Approved Cost Objects	The total SOV amount of the 'Approved' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total. 公式…显示/隐藏 Approved Commitments + Approved CCOs + Approved Direct Costs = Total Amount of Approved Cost Objects	Route the approval path of the workflow when the total amount of other approved contracts, change orders, and direct costs are over or under a specified amount.
Total Amount of All Cost Objects	The total SOV amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total. 公式…显示/隐藏 Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs = Total Amount of All Cost Objects	Route the approval path of the workflow when the total amount of other pending or approved contracts, change orders, and direct costs of any status are over or under a specified amount
Amount Over budget on Approved Cost Objects	The project's total budget amount subtracted from the combined total amount of all 'Approved' Commitments, Commitment Change Orders, and Direct Costs. 公式…显示/隐藏 Approved Commitments + Approved CCOs + Approved Direct Costs - Total Budget Amount = Amount Over Budget on Approved Cost Objects	Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.*
Amount Over Budget on All Cost Objects	The project's total budget amount subtracted from the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs. 公式…显示/隐藏 Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs - Total Budget Amount = Amount Over Budget on All Cost Objects	Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.*
% of Budget Allocated to Approved Cost Objects	The percentage of the project's total budget amount used by the combined total amount of 'Approved' Commitments, Commitment Change Orders, and Direct Costs. 公式…显示/隐藏 (Approved Commitments + Approved CCOs + Approved Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to Approved Cost Objects	Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage. *
% of Budget Allocated to All Cost Objects	The percentage of the project's total budget amount used by the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs. 公式…显示/隐藏 (Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to All Cost Objects	Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage.*
Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked *Required* in the. See Create New Configurable Fieldsets.	Move the workflow based on the value of the custom field as set up within the workflow template builder.	Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.
Beta Amount Over Budget Code Value for Approved Cost Objects	The difference between the approved amounts associated (Commitments, Commitment Change Orders, Direct Costs) with each of the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.	The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the set amount.
Beta Amount Over Budget Code Value for All Cost Objects	The difference between the Approved, Pending, and Revised amounts associated (Commitments, Commitment Change Orders, Direct Costs) with the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.	The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the set amount.
Beta Approved Costs Percentage of Budgeted Budget Code Values	The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved cost items.	The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.
Beta All Costs Percentage of Budgeted Budget Code Values	The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved, Pending, and Revised items.	The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved, Pending, and Revised items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

合约变更通知单…显示/隐藏

Condition	Definition	Example
Amount	The total SOV amount of the change order being approved.	A workflow needs to follow different approval paths depending on the amount of the contract being approved.
Total Amount of Approved Cost Objects	The total SOV amount of the 'Approved' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total. 公式…显示/隐藏 Approved Commitments + Approved CCOs + Approved Direct Costs = Total Amount of Approved Cost Objects	Route the approval path of the workflow when the total amount of other approved contracts, change orders, and direct costs is over or under a specified amount.
Total Amount of All Cost Objects	The total SOV amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders and Direct Costs on the project. The SOV amount of the workflow item is included in the total. 公式…显示/隐藏 Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs = Total Amount of All Cost Objects	Route the approval path of the workflow when the total amount of other pending or approved contracts, change orders, and direct costs of any status are over or under a specified amount
Amount Over budget on Approved Cost Objects	The project's total budget amount subtracted from the combined total amount of all 'Approved' Commitments, Commitment Change Orders, and Direct Costs. 公式…显示/隐藏 Approved Commitments + Approved CCOs + Approved Direct Costs - Total Budget Amount = Amount Over Budget on Approved Cost Objects	Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.*
Amount Over Budget on All Cost Objects	The project's total budget amount subtracted from the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs. 公式…显示/隐藏 Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs - Total Budget Amount = Amount Over Budget on All Cost Objects	Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific amount.*
% of Budget Allocated to Approved Cost Objects	The percentage of the project's total budget amount used by the combined total amount of 'Approved' Commitments, Commitment Change Orders, and Direct Costs. 公式…显示/隐藏 (Approved Commitments + Approved CCOs + Approved Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to Approved Cost Objects	Route the approval path of the workflow if the contract being approved and other already approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage. *
% of Budget Allocated to All Cost Objects	The percentage of the project's total budget amount used by the combined total amount of all 'Approved' and 'Pending' Commitments, Commitment Change Orders, and Direct Costs. 公式…显示/隐藏 (Approved and Pending Commitments + Approved and Pending CCOs + Approved and Pending Direct Costs) ÷ Total Budget Amount = % of Budget Allocated to All Cost Objects	Route the approval path of the workflow if the contract being approved and other pending or approved contracts, change orders and direct costs are going to take your project over budget by a specific percentage.*
Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked *Required* in the fieldset. See Create New Configurable Fieldsets.	Move the workflow based on the value of the custom field as set up within the workflow template builder.	Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.
Beta Amount Over Budget Code Value for Approved Cost Objects	The difference between the approved amounts associated (Commitments, Commitment Change Orders, Direct Costs) with each of the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.	The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the amount determined in the workflow template.
Beta Amount Over Budget Code Value for All Cost Objects	The difference between the Approved, Pending, and Revised amounts associated (Commitments, Commitment Change Orders, Direct Costs) with the Budget Codes included in the item's SOV and the Budget Code's Revised Budgeted amount.	The workflow will be routed depending on whether the the item's approval will cause any Budget Codes associated with the item to move above the set amount.
Beta Approved Costs Percentage of Budgeted Budget Code Values	The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved cost items.	The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.
Beta All Costs Percentage of Budgeted Budget Code Values	The percentage of the Revised Budgeted Amount for the Budget Code amount(s) included in the SOV of the workflow item across all Approved, Pending, and Revised items.	The workflow will be routed based on whether the workflow item's SOV Budget Code values across all Approved, Pending, and Revised items are above/below a defined percentage of the Revised Budgeted Amount of the Budget Codes.

通信/自定义工具…显示/隐藏

Condition	Definition
Cost Impact Value	The amount entered in the 'Cost Impact' field on the correspondence item.
Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked *Required* in the fieldset. See Create New Configurable Fieldsets.	Move the workflow based on the value of the custom field as set up within the workflow template builder.

业主发票…显示/隐藏

Condition	Definition
Net Amount Billed This Period	The amount billed before taxes.
Gross Amount Bill This Period	The amount billed after taxes.

主合同…显示/隐藏

Condition	Definition	Example
Original Contract Amount	The total SOV amount of the contract being approved.	A workflow needs to follow different approval paths depending on the amount of the contract being approved.
Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked *Required* in the fieldset. See Create New Configurable Fieldsets.	Move the workflow based on the value of the custom field as set up within the workflow template builder.	Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.

Prime Contract Change Orders... Show/Hide

Condition	Definition	Example
Amount	The total SOV amount of the change order being approved.	A workflow needs to follow different approval paths depending on the amount of the contract being approved.
Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked *Required* in the fieldset. See Create New Configurable Fieldsets.	Move the workflow based on the value of the custom field as set up within the workflow template builder.	Route the approval path of the workflow based on a custom field of "Contract Type" or "Building #". If the "Building #" is 2, route the workflow to John. If the "Building #" is 1, route the workflow to Susan.

分包商发票…显示/隐藏

Condition	Definition
Gross Amount	The gross amount billed on the invoice with retainage applied.
Materials Stored Amount	The amount billed for materials stored on the invoice.
Net Amount	The net amount billed on the invoice with retainage applied.
Original Commitment Value	The original amount of the commitment contract before any changes, adjustments, or amendments.
Retainage Released Amount	The amount of retainage released on the invoice.
Total Retainage Released	The percentage amount of retainage released to date.
Total Completed and Stored to Date	The percentage amount of work completed and materials stored to date.
Custom Fields (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked *Required* in the fieldset. See Create New Configurable Fieldsets.	Move the workflow based on the value of the custom field as set up within the workflow template builder.
Beta Custom Fields from parent Commitment (Single-Select, Multi-Select, or Checkbox) Note: Single-Select and Multi-Select fields must be marked *Required* in both fieldsets for Purchase Orders and Subcontracts. See Create New Configurable Fieldsets.	Move the workflow based on the value of the custom field, on the parent Commitment as set up within the workflow template builder.

可用条件

每个工具特定的语句都有不同的条件。

Condition	Description	Common Use Cases
Greater Than	Triggers the next step when a specified numerical field (e.g., a transaction amount) is greater than or equal to a defined value.	Use for workflow steps requiring extra scrutiny or more steps for high-value items.
Less Than	Activates the next step when a specified numerical field's value is less than a defined number.	Use for scenarios specific to items with smaller values or amounts.
Is	Initiates the next step when a specific option is selected within a designated field.	Use for routing processes or triggering actions based on a user's choice from a list.
Is Checked	Triggers the next step when a specific custom field checkbox is marked as checked.	Use for binary choices (e.g., yes/no) or confirmations within a workflow.
Contains Any Of	Activates the next step if at least one (1) of the selected options is chosen from the multi-select list.	Provides flexibility when you want different selections in a multi-select list to lead to the same outcome.

添加条件步骤

添加结束步骤（成功）