Branch by condition

The Branch by condition action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. 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.

Configure the Branch by condition action

1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

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.

   Note: You can add a maximum of ten conditions. After you add ten conditions, the add condition button will no longer be available.

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.

Branch by condition fields, buttons, and links

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. Note: You can add a maximum of ten conditions. After you add ten conditions, the add condition button will no longer be available.	(n/a)