Exclusive Workflow

The Workflow Exclusivity feature allows you to control which workflows should be applied to an invoice when multiple workflows are eligible. By marking a workflow as exclusive, SEMINE stops evaluating any remaining workflows once its conditions are met.

Benefits:

• Run most relevant workflows only
• Avoid running workflows not applicable for the invoice

SEMINE evaluates workflows and folders from top to bottom based on their order in the workflow list. By marking a workflow as Exclusive, you can decide that once it is applied, SEMINE stops evaluating the workflows after it (later in the sequence) inside the same folder.

Exclusive Workflow

When an exclusive workflow is applied, SEMINE stops evaluating the workflows after it (later in the sequence) inside the same folder.

Example: If a folder contains three workflows and the second workflow is marked as exclusive, SEMINE will:

• Evaluate the first workflow
• Evaluate the second (exclusive) workflow
• If the conditions match, apply the workflow and stop further evaluation
• The third workflow will not be checked

This ensures that once a matching exclusive workflow is found, no additional workflows inside the same folder are executed.

In addition to workflows, you can also mark an entire workflow folder as exclusive. When an exclusive folder is applied to an invoice, SEMINE does not evaluate any other folders at the same level that come after it in the  workflow sequence.

See Also: How to create Workflows

How to Configure Workflow Exclusivity

Go to Settings > Workflows.

1. Click Create folder
2. Enter a folder name
3. Inside the folder, create a workflow and provide a name.
4. Select the Exclusive checkbox to make the workflow exclusive
5. Click Add to save

You can also make an existing folder or workflow exclusive by editing it and enabling the Exclusive option.

After saving, you can continue configuring conditions and actions for the workflow.

Exclusive workflows are indicated with an exclusive icon in the workflow list.

Warning: When an exclusive workflow or folder meets its conditions, SEMINE stops evaluating workflows or folders that come after it in the sequence. Ensure that exclusive workflows and folders are positioned correctly in the workflow order.

Note: You can rearrange the order of workflows and folders by dragging and dropping them.

Example 1

Execution

1. Folder 1 is marked as exclusive and contains three workflows.
2. The first workflow is evaluated.
3. The second workflow is marked as exclusive and is evaluated.
4. If it matches, SEMINE applies it and stops checking remaining workflows inside the folder.
5. The third workflow is not evaluated.
6. Since the folder is exclusive, SEMINE does not evaluate folders after it in the sequence.

Example 2

Execution

1. Folder 1 is not exclusive.
2. The first workflow is evaluated.
3. The second workflow is exclusive and is evaluated.
4. If it matches, SEMINE stops evaluating remaining workflows inside the folder.
5. SEMINE then continues to Folder 2.
6. Evaluation continues until an exclusive folder is applied.

Example 3: Exclusivity with Subfolders

Execution

1. Folder 1 is not exclusive.
2. Workflows inside Folder 1 are evaluated.
3. An exclusive workflow stops further workflows inside that folder.
4. SEMINE continues to subfolders inside Folder 1.
5. An exclusive subfolder stops evaluation of folders after it (later in the sequence) at the same level.
6. SEMINE continues evaluating other folders unless an exclusive folder is applied.

Summary

• SEMINE evaluates workflows in sequence from top to bottom.
• An exclusive workflow stops workflows after it inside the same folder.
• An exclusive folder stops folders after it in the sequence.
• Exclusivity only applies when the conditions are met.
• If no exclusive item is applied, SEMINE continues evaluating the next items.