Workflow Conditions & Branching: The If / Else Node

Adding logic to a workflow#

Conditions let a workflow make decisions. Instead of running the same actions for every record, you can branch: do one thing when the record matches your rules, and something else (or nothing) when it does not. Conditions are added with the If / Else node from the Conditions group in the palette.

How If / Else works#

An If / Else node has one input and two outputs, labelled True and False:

• Records that match your conditions flow out of the True path.

• Records that do not match flow out of the False path.

You connect different blocks to each path — for example, send a VIP email on the True path and a standard email on the False path. You can also leave the False path empty to simply stop the workflow for non-matching records.

Building a condition#

In the node's config panel, add one or more rules. Each rule has three parts:

• Field — any field on the target module (and related-module fields via lookups).

  

• Operator — how to compare.

  

• Value — what to compare against.

  

The available operators are:
Equals – Matches records where the field value exactly equals the specified value.

1. Not Equals – Matches records where the field value does not equal the specified value.

2. Contains – Matches records where the field includes the specified text.

3. Does Not Contain – Matches records where the field does not include the specified text.

4. Greater Than – Matches records where the field value is greater than the specified value.

5. Less Than – Matches records where the field value is less than the specified value.

6. Greater Than or Equal To – Matches records where the field value is greater than or equal to the specified value.

7. Less Than or Equal To – Matches records where the field value is less than or equal to the specified value.

8. Is Empty – Matches records where the field has no value.

9. Is Not Empty – Matches records where the field contains a value.

10. Starts With – Matches records where the field value begins with the specified text.

11. Ends With – Matches records where the field value ends with the specified text.

Combining multiple rules (AND / OR)#

When you add more than one rule, a dropdown between them lets you choose AND (all rules must match) or OR (any rule can match). For more complex logic, a Criteria Pattern editor appears where you can write patterns by rule number, such as ( 1 and 2 ) or ( 3 and 4 ). The editor validates your pattern as you type.