Conditional Branch
The Conditional Branch action A tool for building the processes, logic, and direction within workflows. directs your workflow along one of two paths, or branches depending on conditions you specify.
When the workflow runs, the Conditional Branch action chooses the Yes or No branch to use according to the conditions you set.
- If the conditions are met, the workflow chooses the Yes branch.
- If the conditions are not met, the workflow chooses the No branch.
You can only have two branches and you can set as many conditions as you want and the conditions can be as simple or as complex as you require.
When the action runs the conditions included in the expression are evaluated in order from the first to last condition and a TRUE or FALSE result is returned for the expression. You can use the AND and OR operators to combine two or more conditions.
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To master the use of the Logic and flow actions, complete the Nintex for Office 365 - Complex Logic in Nintex University. |
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Variables are placeholders that store information that changes each time the workflow runs or even during execution of a single workflow instance.
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Each variable has a type that determines what values can be stored in the variable, such as a date, number, file path or a workflow user name. For example, if you want to save the name of an employee in a variable, you have to create a variable of type Text. The workflow can then store a name of the employee, such as "John," in the variable.
- Text: Text string.
- Boolean: Yes or No value.
- Date/Time: Date and time value.
- GUID: Globally unique identifier, often used to reference a list item in SharePoint.
- Number: Integer number with decimal value.
- Integer: Integer number with no decimal value.
- Choice: A value that requests a selection from a list of allowed values.
- Person or Group: A value that requests a selection from a user lookup.
- Hyperlink: A value that requests a hyperlink URL and description.
- Dictionary: A container that holds a single logical unit of variables. For more information, see Dictionary variables.
- Collection: An index-based array of values, also known as an ordered list of values. For more information, see Collection variables.
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In NintexOffice 365, the different categories of variables that can be used in a workflow are given below:
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Workflow Context: Context variables that represent data related to the current workflow instance, such as current item or site URL and workflow name.
- Workflow Variables: User-defined variables that you create to store values such as file paths, dates, workflow outputs Variable to store a value or file on completion of the workflow. and other data for use throughout the workflow.
- Start Variables: Workflow variables with the initiation option selected. Start Variables are used to get data from users when a workflow manually starts.
For more information on manually starting a workflow, see .
- Text
- Boolean
- Date/Time
- Number
- Choice
- Person or Group
- Hyperlink
To configure a variable as a start variable, select the Initiation option when creating a variable.
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You can insert an existing Workflow Variable or Context Variable into the configuration fields of workflow actions A tool for building the processes, logic, and direction within workflows. and you can create user-defined variables for use throughout your workflow.
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You can create user-defined variables from the Action configuration window when you are configuring a workflow action or from the toolbar of the designer page.
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- In the Action configuration window, click in a field that accepts variables.
- Do one of the following depending on the method available;
- On the drop-down list that appears, Click Create New Variable.
- On the Insert Reference pane that appears, expand the Workflow Variables section and click Create New Variable.
- Do the following in the Workflow Variables pane to create the variable:
- For Name, type the variable name you want to use.
- Select a Type.
- If you want to display the variable on the start form, select the Show on start form check box.
- Click Create.
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- On the toolbar of the Designer page, click Variables. The Variables dialog box appears.
- Click New and fill in the following:
- For Name, type the variable name you want to use.
- For Type, select a variable type corresponding to the type of data you want to store.
- If you want to specify the variable as a start variable, select the Initiation check box.
- Click
to specify the Initiation options Initiation options control the display and behavior of the variable on the start form that is displayed when a workflow is started manually..
- Click Save.
For more information, see User-defined variable types and Initiation options.
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The following table describes the variable types available in the Variables dialog box as well as their initiation options, which are available when you select Yes for Initiation. Initiation options control the display and behavior of the variable on the start form that is displayed when a workflow is started manually.
Variable type | Description |
Initiation Available |
Initiation options |
---|---|---|---|
Text |
Any text value. Underlying .NET data type: System.String. |
Yes |
|
Boolean |
Yes or No value. Underlying .NET data type: System.Boolean. |
Yes |
|
Date/Time |
Date and time value. Underlying .NET data type: System.DateTime. |
Yes |
|
GUID |
Globally unique identifier, often used to reference a list item in SharePoint. Underlying .NET data type: System.Guid. |
No |
(n/a) |
Number |
Numeric with a Decimal value. Underlying .NET data type: System.Double. |
Yes |
|
Integer |
Numeric without a decimal. Underlying .NET data type: System.Int32. |
No |
(n/a) |
Choice |
A value that requests a selection from a list of allowed values. The value selected by the workflow initiator is stored in the variable. Underlying .NET data type: System.String. |
Yes |
|
Person or Group |
A value that requests a selection from a user lookup. The item selected by the workflow initiator is stored in the variable. Underlying .NET data type: System.String. |
Yes |
|
Hyperlink |
A value that requests a hyperlink URL and description. Two text boxes are provided:
The values entered by the workflow initiator are stored in the variable. Underlying .NET data type: System.String. |
Yes |
|
Dictionary |
A container that holds a single logical unit of variables. For more information, see Dictionary variables. Underlying .NET data type: Microsoft.Activities.DynamicValue. |
No |
(n/a) |
Collection |
An index-based array of values, also known as an ordered list of values. For more information, see Collection variables. |
No |
(n/a) |
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You can insert a Workflow Variable, Reference A workflow reference which is used to construct content containing information specific to the list or library item and to the current instance of the workflow. or a Context Variable into the configuration fields of workflow actions A tool for building the processes, logic, and direction within workflows..
Each field that accepts variables accepts one or more methods for inserting variables. The method available differs depending on the field.
Available methods are given below:
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Click on the field and select an existing variable from the drop-down list for the field.
- Click on the field, click Create New Variable, and fill the following fields in the Workflow Variable pane that appears:
- For Name, type the variable name you want to use.
- Select the Show on start form check box if you want to display the variable on the start form.
- Click Create.
- Click on the field, select Workflow Variables or Workflow Context, and select a variable from the corresponding drop-down list.
- Click Advanced Lookup, select Workflow Variables or Workflow Context from the drop-down list that appears, and then select a variable from the corresponding drop down and click Insert.
- Click on the field that accept references and from the Insert Reference pane that appears on the right, double-click on a reference to select. Available sections and lookup values depend on the options available for the workflow action.
- Current item URL: The URL of the item the workflow is associated item. Available only for list workflow actions.
- Current site URL: The URL of the site the workflow is associated site.
- Initiator login name: The login name of the person who started the workflow instance.
- Initiator display name: The display name of the person who started the workflow instance.
- Initiator email address: The email address of the person who started the workflow instance.
- Instance ID: The unique identifier of the workflow instance.
- List ID: The unique identifier of the list the workflow is associated with. Available only for list workflow actions.
- List Name: The name of the list the workflow is associated with. Available only for list workflow actions.
- Manager login name: The login name of the manager of the initiator (the person who started the workflow instance).
- Manager display name: The display name of the manager of the initiator (the person who started the workflow instance).
- Manager email address: The email address of the manager of the initiator (the person who started the workflow instance).
- Publish user: The person who published the workflow.
- Workflow name: The name of the executing workflow.
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Section | Description |
---|---|
Item Properties |
Metadata columns for the item the workflow is associated with. Available only for list workflows. |
Workflow Context |
Context variables that represent data related to the current workflow instance, such as current item or site URL and workflow name. |
Workflow Variables | Workflow variables configured for the workflow. |
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You can configure variables to collect data when a workflow is manually started. These variables will be shown on a start form used to initiate the workflow and allows users to specify a value for the workflow variable before the workflow starts, basically passing values into the workflow before it starts.
Variables displayed on a start form are also known as the "start data" of the workflow and represent data that must be collected when the workflow is started.
Note: If the workflow starts automatically, then default values are used for start data.
To learn how to manually start a workflow, see Start a workflow manually.
Configure a variable to show on a workflow start form:
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Open the required workflow. The workflow designer opens.
- On the toolbar, click Variables. The Variables window opens.
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To edit an existing variable, click the required variable. The row becomes editable.
or
- Select the Initiation check box for the required variable.
- If you want to configure initiation options, click
to open the Initiation options dialog box, make the changes and click OK.
For more information about the fields, see User-defined variable types and Initiation options.
To create a variable, click New on the Variables window toolbar, enter a Name, and select the Type for the variable.
- Click Save to commit changes.
Configure the Conditional Branch action
In the Designer:
- Click the Logic and Flow action group in the action toolbox.
or
- Drag the Conditional Branch action to the designer canvas.
- Open the Action Configuration window. For steps on how to open the Action configuration window, see Action configuration window.
- Specify the conditions for the Expression.
- Click Save.
Type the action name or function in the Search field at the top of the action toolbox.
For more information on the fields and buttons see, Conditional Branch fields, buttons, and settings
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Field | Description | ||||||||
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Expression |
Includes one or more conditions which are evaluated to get the expression result. Define one or many conditions by filling the following condition fields: When: The variable or value to use for the condition. Select one of the following from the drop-down list and then select an item or specify a value in the adjoining field.
Operator (unlabeled field): Select an operator to apply for the condition. Value (unlabeled field): The text or variable that the operator compares with what is selected in the When field. You can insert a variable or type the value. ![]() Do one of the following to insert the variable using the Insert Reference pane or Advanced Lookup:
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Add condition |
Displays fields to add another condition. |
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Deletes the condition. | ||||||||
And/Or |
(Displayed when Add condition is selected to add another condition). Used to evaluate the new condition with the previous condition. AND and OR operators combines the two conditions. And: Connects two conditions and returns TRUE only if both conditions are true. Or: Connects two conditions and returns TRUE if either condition is true or if both conditions are true. |