Branch by condition

The Branch by condition action A tool for building the processes, logic, and direction within workflows. directs your workflow along one of two paths, or branches, depending on whether conditions that you define are true. When the workflow runs, the branch by condition action chooses the 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 with the branch by condition action. However, you can set as many conditions as you want and the conditions can be as simple or as complex as you require.

Before you begin: 

Jump to:

Configure the Branch by condition action

See the Branch by condition fields, buttons, and links table for all the configuration fields.

In the Designer page:

  1. Click the Logic and flow action group in the action toolbox.

    or

    Find actions by browsing action groups, or by typing an action name or function in the Search field at the top of the action toolbox.

  2. Drag the Branch by condition action to where you want the workflow to branch.

  3. Click the Branch by condition action.

  4. Complete the condition fields: 

    1. For When, select the variable you want to evaluate.

    2. For Operator, select an operator for comparing the variable to the value.

    3. For Value, specify a value for the comparison. You can insert a variable or type the value.
  5. Click Add condition to save the new condition.
  6. For each additional condition you want to add: 
    1. Click Add condition.

    2. Complete the condition fields: 

      1. For When, select the variable you want to evaluate.

      2. For Operator, select an operator for comparing the variable to the value.

      3. For Value, specify a value for the comparison. You can insert a variable or type the value.
    3. Click Add condition to save the new condition.
  7. Select any or all to determine how to evaluate the set of conditions.
Field, button, or link Description

Variable
When The variable that the operator compares with the Value. Example: in the condition 'money spent ≥ 1000', the When variable is money spent. Must be a variable.

Text, Decimal, Boolean, DateTime
Operator

How the When and Value are compared. Select from the drop-down. The operators available in the drop-down depend on the When variable type. Example: in the condition 'money spent ≥ 1000', the operator is ≥.

(n/a)
Value The text or variable that the operator compares with the When variable. Type to enter text. The variable type must match the When variable type. Example: in the condition 'money spent ≥ 1000', the value is 1000.

Text, Decimal, Boolean, DateTime, Collection, File

Add

Adds the condition to the Branch by condition action. When you add conditions, the all/any component of the action includes them when deciding what branch the workflow path takes.

(n/a)

all/any

If you select

  • all: then all conditions must be true for the workflow to follow the Yes branch.
  • any: then at least one of multiple conditions must true for the workflow to follow to the Yes branch.

(n/a)

(Edit condition)

Click to edit a condition.

(n/a)

(Delete condition)

Click to delete a condition.

(n/a)

Add condition

Click to save a condition you are editing or add a new condition. When you add a new condition, use the any/all field to control how the condition is assessed.

(n/a)