Workflow Builder: Actions Tab: Conditions

Conditions Tab Overview

TABLE OF CONTENTS

• Conditions Tab Overview
• Adding Conditions
• Condition Sources

The Conditions tab in the Workflow Builder allows administrators to define rules that control when an action, step, or trigger becomes available. Conditions help ensure that workflow transitions occur only when specific criteria are met, improving accuracy and control over automation.

Adding Conditions

1. Open the Conditions tab for the workflow step or action you want to configure.

   
   
   

2. Click Add Condition to define the rule.

   
   
   

3. Choose the condition type and complete the required fields:

   • Element: Select the form element or field the condition will be based on from the Element dropdown list (e.g., Project Status, Budget Amount, Region).
     
     

   • Value: Specify the value or state that must be met for the condition to evaluate as true (e.g., Approved, Yes, Greater than 50,000).

   • Match: Defines how the condition will be evaluated — for example, equals, does not equal, contains, is empty, etc.

Condition Sources

Conditions can be based on:

• Form Status: Triggers when the associated form reaches a specific status (e.g., Submitted, Approved, Rejected).

• Form Element: Uses data entered into a form field to determine whether an action or step should be visible or executed.

Next Step: Multiple Routes Tab Overview