Stage Logic

Configuring Stage Logic

Stage logic enables actions to be triggered within a stage without requiring a transition. Triggers and actions in stage logic are configured similarly to those in transitions, using an if condition and actions based on the condition being met.

Learn more about transitions and actions.

To add stage logic, navigate to the Logic tab in the Stage details side panel and click the Add New Event button.

Once a new event has been created, configure it by providing the following:

• Name: A brief name describing the event's purpose.
• IF: The condition that triggers the event. For example:
  • If the Latest Assessment Date is in the past by 3 months
  • If the Overall Risk Rating is equal to "Critical"
  • If the Due Date is in the past by 1 week
• THEN: The action to be performed when the condition is met. For example:
  • Create a Third Party Assessment Record
  • Set a Next Assessment Date Attribute
  • Send a Notification to the Control Owner

When the condition in the IF statement becomes true, the event is scheduled to run at 8 am UTC on the day the condition becomes true. However, if the condition becomes true later in the day (after 8 am UTC), the system considers the scheduled time to be in the past and the event will not run that day. Instead, it will wait and check again the next day. As long as the condition remains true, the event will continue to run daily at 8 am UTC until the condition is no longer met.

Examples

Example 1: Send an Email for Overdue Assessment

• Workflow: DPIA
• Stage: In Progress
• Stage Logic Name: Overdue Assessment (1 Day)
• IF: Due Date is in the past by 1 day
• THEN: Send a notification to the Project Owner stating the assessment is overdue.

Example 2: Create a Third Party Assessment Based on Risk

• Workflow: Third Party
• Stage: Active
• IF: Latest Assessment Completed is in the past by 3 months AND Overall Risk Rating is "Critical"
• THEN:
  • Create a Third Party Assessment Record
  • Send a notification to the Internal Contact to set up the assessment

Stage logic allows for automation within workflow stages, reducing manual effort and ensuring timely actions based on specific conditions.