22 June 2023

How to add clearance checks

The following procedure describes how to build an example workflow that adds clearance checks to international applications.

How it works

The image Example workflow shows a workflow that runs when the applicant category is set to international on an application. If the applicant is international, then visa checks are added to the application.

Build the workflow

Build the workflow as follows:

1. Create a new scheme: in Business Entities, on the Workflow Service Code of ADMISSIONS with the Business Entity Code of APPLICATION go to the business entity scheme menu button⋮ and then selectView Schemes >and then . Then, define the following:

   • On Scheme details, in Trigger for, select Create.
   • Select , and Save and view scheme.

   

2. On the workflow designer, check that the initial Start activity is present. To add an initial activity, select and then drag the activity to the required position.

   Then, edit the activity: double-click the activity or select the activity >and then and edit the activity as follows:

   • Enter Start in Name and State. Note that when you enter text in Name, the State changes to the same text.

   • Select Initial and For set state.

   • Do not Create any actions.

   

3. Add another activity: select the initial activity, then to add the transition and activity, select .

   

4. Edit the transition as follows:

   • Set the Trigger to Auto.

   • Set the Condition to Conditional?

   • Set the condition Type to Action and in Action select IsApplicantCategory and in Action parameter select International. Applications with the applicant category set to international move to the activity.

   The image Conditional transition shows the transition is conditional and the defined condition.

   

5. Edit the activity to add visa clearance checks as follows:

   • In Name, enter Visa Checks. Note that the State automatically becomes the same as the name.

   • Select Create, then in Action, select CreateClearanceChecks.

   • Set the Action parameter: select , then in Clearance checks to create, select Valid Visa and Visa check (Upload evidence).

   

6. Add the final activity that ends the workflow process: in Name, enter End and then select Final, as shown in the image Settings for the final activity.

   

7. Add a transition Otherwise from the initial activity to the final activity: to add a transition, select the initial activity >and then , then drag the transition arrow to the final transition. Then, edit the transition as follows:

   • Set the Trigger to Auto.

   • Set the Condition to Otherwise

   

8. Add a transition from the move to folder transition to the final activity: to add a transition, select the activity >and then , then drag the transition arrow to the final transition. Then, edit the transition as follows:

   • Set the Trigger to Auto.

   • Set the Condition to Always