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-condition-step.png

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.

    Tip icon Tip

    Missing a field? Custom Field types Single and Multi Select need to be set to Required and Visible in the Custom Fieldset to be used in a Condition.

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

    condition-step-general-information.png

  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.

    Tip icon Tip

    The workflow step always goes to the Otherwise step you define when a condition is not met or if the item is empty.

Save the Template

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

Important icon Important

Procore strongly recommends saving your progress using the Save as Draft option as you build your workflow template. This is a standard best practice to help minimize data loss due to accidental closure, browser issues, or other unforeseen interruptions.

  • 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.