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.

    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.

   

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

   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:

• 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.