Building a task which uses a decision step to control the task process flow

This example will create a task which can produce two alternative outcomes by using a ‘Decision’ step. The task triggers when an email matching certain criteria is received. Key information is extracted from the email, a database query is taken and based on information available a ‘Decision’ step will decide the final outcome.


This task is made up of 5 steps:

Step NameToolWhat it does
Email ReceivedEvent: Email Trigger (SMTP)Filters the content of incoming and outgoing mail sent via a virtual SMTP Mail Server.

Setting up an SMTP event trigger step

Extract Product InfoGeneral: Parse TextExtracts text data from a variable which has been placed in a step. The data is then mapped to other variables for use in further steps.

Extracting text information from an email using the Parse Text

Retrieve InformationInput: Database Query (ODBC)Reads the database of a business system to find details to include in the alert. Variables are consumed from the previous step to create a query recordset.

Querying a database

Documents Available?General: DecisionDecides an outcome based on the results available from a previous step.

Creating a Decision Step

Email to enquirer or Product ManagerOutput: Send Email (SMTP)Sends an email to a specified user
Sending an email

To read about designing other tasks see:

Task Design

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