Define conditions for a workflow step

Apply a condition

Sample use case

Let's say if you want to create two branches in a process. There is a field named as "Total Amount" in a form where you are applying the workflow. We need to apply a condition as follows

If Total amount is > 10000 then a new branch of workflow is created

If Total amount <= 10000 then a seperate branch is created

Start of a workflow

A workflow starts when a form is submitted, so when you start configuring a workflow the first item you will see is a "submit" button step. Submit button step has the following properties

Workflow Initial Step

1. Node ID: This ID helps identify a step in the workflow. it follows a sequence n-1, n-2, n-3 ....etc

2. Settings icon: Clicking on this icon helps you provide the process log when the form is submitted.

3. "+" icon: which helps you define the further steps of the workflow

Let's apply a condition in the workflow builder

When you click the "+" icon next to the button system asks if you need to "apply a condition"

Apply a condition on Initial Step

The Set condition window is displayed on the right. Click on "Add rule" to define the criteria

Add Rule for conditions

2. You can select the form field, Operator, and value while adding a rule

Example: In a process you want to create a condition, if "Total Amount" is > 10000 then create a branch

Set Condition (Total Amount>10000)

3. To save this condition, click Apply at the bottom right. The condition is added to the workflow in the following manner.

Condition Added

Question: Now that we know how to add a condition, can you add the condition: Total Amount <= 10000 similarly?

Answer: Click on "+" icon again in front of submit button and repeat the above steps

The final result will look like this:

Both Conditions added

You can add multiple conditions at a step as per the process requirement