Add multiple conditions with AND and OR

🕙  3 minute read

Conditions determine whether a task should start or be skipped. Conditions can be simple, like “If the deadline is 3 days from now; start the task” or more complex, “If the deadline is 3 days from now, and the process is high priority; start the task”.

Conditional statements can be more advanced with additional operators like AND and OR. With these operators, you could expand on the example above: “if the run owner of an instance is equal to Gundula AND if the deadline of an instance is not equal to 3 days, then assign the task to Gundula’s group”

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You can add AND and OR operators by selecting Add a Condition below the last condition, and a new condition will be inserted directly below. See the Task Conditions and Field Conditions articles for more information.

💡   Tip: Conditions are checked from top to bottom and do not supported “nested” logic, like If (A and B) or (C or D), it only supports If A and B or C or D.

How to add a task condition

Create the conditional statement by mix and matching objects. For example, “If Action A has the Action Status Snoozed”. You first select the object type, like Action or Field then select the value, such as “Action A” or “Field B”. See List of selectable conditions options for more information on each option.

When setting a task condition, the task executes if the condition is true. The task is skipped is the condition is false. For example:

  • If Action A is snoozed, and your condition is “If Action A is snoozed”, the task will execute.
  • If Action B is not snoozed, and your condition is “If Action A is snoozed”, the task will be skipped.
  1. In the Workflow Builder screen, select an action, then select Conditions.
  2. Select the type of object you want to add to the condition, then select the object.
  3. Select an operator.
  4. Select the next type of object you want to add to the condition, then select the object.
  5. Add or remove a condition. Select Add a Condition to add new conditions, or select to remove a condition.
  6. Select
List of selectable condition options

To create a condition, compare two objects. To do this, select the object type, then select the value.

For example, to check if an action is completed, select the type “Action”, then select the action. Set the operator to “is equal”. Then, select the type “Action Status” and select “Completed” status.

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  • Field: Select from a list fields available in this Workflow.
  • Field Choice: Only appears if one of the conditions is a single or multiple choice field. Select from a list of available choices.
  • Text: Enter in a value, such as text or integer, to compare against. This accepts more than just strings.
  • True or False: Select from True or False.
  • Action: Select from a list of actions available in this Workflow.
  • Action Status: Select a status that an action may have, such as “Completed” or “In Progress”

See the task conditions article for more information.

Get help with a problem or question

If something’s not working as expected, or you’re looking for suggestions, check through the options below.

My conditions are not working as expected

Remember that if the conditional statement evaluates to true, the field is hidden or the task is skipped.

For example, when setting a task condition, the task executes if the condition is true. The task is skipped is the condition is false.

  • If Action A is snoozed, and your condition is “If Action A is snoozed”, the task will execute.
  • If Action B is not snoozed, and your condition is “If Action A is snoozed”, the task will be skipped.

Conditions are evaluated from top to bottom. In some cases, it’s necessary to rearrange the order of conditions when you have two or more conditionals linked with and and or statements. For example, it’s usually best practice to put is empty or is not empty statements last.

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