Add a Condition Step

Configure a 'Condition Step' in the Workflow Builder by naming it, defining conditions with tool-specific statements, and setting the next workflow steps based on whether conditions are met.

Steps

Add a Condition Step

1. Navigate to the Workflow Builder. Use these steps when configuring a workflow step in a new or existing workflow.

2. Under General Information in the Type list, choose: Condition Step

   

Add General Information

1. Name your workflow in Step Name.

2. Confirm that Condition Step is set in the Type list.

3. From the When list, select a tool-specific statement.

    Sugerencia

   ¿Falta un campo? Los tipos de campo personalizados Única y Selección múltiple deben establecerse en Obligatorio y Visible en el conjunto de campos personalizados para utilizarlos en una condición.

4. Choose an available operator from the Is box. Each condition statement has different options. To learn more, see Tool-Specific Statements and Conditions.

   

5. In the Then list, choose the next step or create a new step for the workflow template.

6. In the Otherwise list, choose the next step or create a new step for the workflow template.

    Sugerencia

   El paso del flujo de trabajo siempre va al paso De lo contrario que se define cuando no se cumple una condición o si el elemento está vacío.

Save the Template

The following options are available when you are ready to save workflow template:

• Cancel. Discards any changes made.

• Save as Draft. Saves a 'Draft' version with a minor version number (e.g., 0.1, 0.2, 0.3, and so on). Select this option if the workflow template is still under development.

• Save and Publish. Creates a major version number for the workflow (e.g., 1.0, 2.0, 3.0, and so on). Choose this option when the workflow is ready for implementation and project assignment.