Conditions are a way to ensure actions get performed only on the items you want. With conditions, you set a specific condition and the Workflow will only continue if it meets that condition. Conditions are an optional part of setting up a Workflow, but they’re a great way to make sure workflows only continue for certain items.

For instance, you could set up a condition to only capture emails that contain a specific subject line, or only users who select a specific value from a drop down list on a web form. When the data from your workflow meets your conditions, it proceeds to the next action in your workflow. If a condition stops an item, then no further actions are performed.

Adding a Condition Step

To add a condition to your workflow, add a new step and select IF Condition.

You can add a condition at any point after the initial workflow trigger, and can even have multiple conditions in a single workflow.

💡 Pro Tip: Pair conditions with Branch actions to create even more powerful workflows.

Customise your condition rules

To customise your condition, click the condition step on your workflow. This will open the condition settings:

  • The first drop down menu represents the source of the values you can create conditions against. As more triggers and sources are added to Workflows, more options will become available.

Source Selection
  • In the second drop down menu, select the variable you want to create a condition or rule for.

  • In the third drop down menu, select the value that you want to compare, the conditional logic you want to use and set the value you want to compare to. Click Update.

💡 TIP: Your conditions can have multiple criteria, and these criteria can be added using either “And” or “Or” logic. If you only want the condition to pass if both things are true, add a new condition using the And button. But if you want a condition to pass if either thing is true, add a new condition using the Or button.

Once updated, the condition step on the workflow canvas will show a preview of the condition you have set.

Below is a list of the total operators that we currently support in Workflows with a brief description of what they apply to and how they work.

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