Conditional steps
If you want a workflow step to happen only in a certain situation, you can create a condition for the step based on a formula. The step will happen only when the conditions are met.
To set up a condition, click on a step. Under When does this step happen?, select Based on condition. Then, you can enter the formula. You must use logical expressions for conditional steps.
Example 1
Letβs say you only want a step to happen if the total purchase order value of a currency field is over $1 million. The formula will look like this:
Total_cost.value()>1000000
In the above expression, you must convert a currency field to a number field to evaluate it against another number. That is why we used the method value().
Logical operators in workflow conditions
You can configure multiple conditions for a workflow step to create more specific and dynamic scenarios using logical operators.
- || (OR): This operator checks whether any one of the conditions is satisfied. For example: Request_Status = "Done" || Name = "Martin". This condition will evaluate as true if either the request status is "Done" or the Name is "Martin."
- && (AND): This operator checks whether all conditions are satisfied. For example: Request_Status = "Done" && Name = "Martin". This condition will evaluate as true only if both the request status is "Done" and the Name is "Martin."
How conditional steps function
After a condition is set, the step will have a small badge on the lower left side to show that the step happens conditionally.
When you look at the workflow for a particular item, the step will show as Skipped if the conditions were not met.
