Creating Conditions

5 min

Creating Conditions

Basic Condition Creation

Select a field - Choose the field you want to evaluate

Choose an operator - Select the comparison operator (equals, contains, greater than, etc.)

Set comparison value - Enter the value to compare against (if required)

Configure evaluation type - Choose AND or OR if multiple conditions exist

Condition Operators

Available operators depend on the field type. The following operators are available for each field type:

Common Operators (Available for Most Fields):

Equals - Field value equals the comparison value

Does Not Equal - Field value does not equal the comparison value

Has Been Modified - Field value has been modified (triggers when field content changes)

Text Fields:

Equals, Does Not Equal, Has Been Modified

Matches Regex - Field value matches a regular expression pattern

Numeric Fields:

Equals, Does Not Equal, Has Been Modified

Less Than - Field value is less than the comparison value

Less Than or Equal - Field value is less than or equal to the comparison value

Greater Than - Field value is greater than the comparison value

Greater Than or Equal - Field value is greater than or equal to the comparison value

Date Fields:

Equals, Does Not Equal, Has Been Modified

Less Than - Field value is less than the comparison value

Less Than or Equal - Field value is less than or equal to the comparison value

Greater Than - Field value is greater than the comparison value

Greater Than or Equal - Field value is greater than or equal to the comparison value

Multi-Select User Group Fields:

Equals, Does Not Equal, Has Been Modified

Contains - Field value contains the comparison value

Excludes - Field value does not contain the comparison value

List Fields:

Equals, Does Not Equal, Has Been Modified

Contains - Field value contains the comparison value

Excludes - Field value does not contain the comparison value

Single-Select Values List Fields:

Equals, Does Not Equal, Has Been Modified

Matches Regex - Field value matches a regular expression pattern

Attachment Fields:

Has Value - Field has a value (not empty/null)

Does Not Have Value - Field does not have a value (empty/null)

Reference Fields:

When using a Reference field, you can evaluate conditions in two ways:

Number of Records - Evaluate the count of referenced records

Available operators: Equals, Does Not Equal, Less Than, Less Than or Equal, Greater Than, Greater Than or Equal

Compares the number of referenced records against a numeric value

Target Field - Evaluate a field in the referenced record

Available operators depend on the field type of the referenced field

For example, if referencing a text field, you can use Equals, Does Not Equal, Matches Regex, Has Been Modified

If referencing a numeric field, you can use Equals, Does Not Equal, Less Than, Greater Than, etc.

If referencing a date field, you can use Equals, Does Not Equal, Less Than, Greater Than, etc.

Multiple Conditions

When a stage has multiple conditions:

AND evaluation - All conditions must be true

OR evaluation - Any condition being true is sufficient

Nested Conditions

Create complex logic by nesting stages:

Add a condition stage

Add actions to the stage

Add nested stages within the stage for additional conditional logic

Workflow Overview - Introduction to workflow concepts

Getting Started with Workflow - How to access and use the workflow builder

Workflow Actions - Complete guide to all workflow action types

Advanced Workflow Topics - Execution details and advanced concepts

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