How to configure conditions on workflows

Overview

Configuring conditions follows adding the conditions within the workflows. This article focuses on scenario-based examples of how to configure workflow conditions.

Configuring conditions

Step 1. From an active or ongoing workflow, hover over any task within a phase and click on the ‘+’ icon on the left side of the path to see two actions - Add Condition and Add Task. Click on Add Condition to define the workflow conditions.

Step 2. A pop-up will appear for admins to configure the workflow based on IF - ELSE conditions.

Step 3. Start by selecting the conditions within the Add condition(s) pop-up.

For example, if the condition for Procurement Budget is to be added, then define the condition based on any previous task within the workflow and other parameters as required. All the conditions are customized using these four parameters - Task, Question, Condition, and Value. 

Note: 

1. As required, two or more conditions can be added with IF - ELSE or AND - OR. Simply click on '+ Add Condition' right below the defined the condition.

2. The parameters - Task and Question, can only be added on the basis of the previous tasks from the phases within the workflow. Any task that follows the condition later in the workflow, cannot be listed or be added within the condition as a parameter. 

Step 4. Once the conditions are added, click on ‘Save’. 

Once saved, the condition appears in the workflow studio. It can be edited or deleted as needed.

Learn more about how to delete a condition in a workflow.