🧠Building a Conditional Flow

Have your automation actions execute only on specific status, when a specific user takes the action, when the client is interested in a specific product, or a combination of all of the above and more, to learn how to write and combine conditions check the full article here.

Getting Started

To start go to Automations under any app
Click create the + Automation button at the top-right corner
Select the desired trigger
Click “Continue Only If”, this will open the condition builder
The goal of the condition builder is to create a logical argument that will evaluate either as true or false. (e.g. 3 > 5 is false, 12 >= 10 is true).

Building the condition

Fields

You can click on the f(x) icon to see the list of fields available under the list you selected in the trigger step.
You can either scroll to select the field or start typing the field name to narrow down the results.
Let’s say you want to continue the automation only if the employee's remaining leave balance is greater than 0, the condition will look something like this {{Leave Balance}} > 0.

Users

You can click on the @ icon to see the list of users.
You can either scroll to select the User or start typing the field name to narrow down the results.
Let’s say you want to continue the automation only if the Creator is “Mark Klinger”, the condition will look something like this {{Creator}} = @Mark Kilnger.

Options

If you’re working with Static List or Status Field you can click on the # icon to see the list of Options.
You can either scroll to select the Option or start typing the field name to narrow down the results.
Let’s say you want to continue the automation only if the Status is “Qualified”, the condition will look something like this {{Status}} = #Qualified#.

Relational Operators

Operator	Symbol	Examples	Description
Equal To	=	{{Name}} = “John Doe”	This will compare whether the value of the field “Name” matches the text “John Doe”.
Equal To	=	{{Age}} = 13	This will evaluate whether the value of the field “Age” is equal to 13.
Not Equal To	<>	{{Assignee}} <> “Arnold Stognam”	This will compare whether the value of the field “Assigne” doesn’t match “Arnold Stognam”.
Not Equal To	<>	{{Status}} <> #Blocked#	This will evaluate whether the Option in the static field “Status” is not “Blocked”.
Greater Than	>	{{Due Date}} > Today()	This will evaluate whether the date in the field “Due Date” is greater than the date of today.
Less Than	<	{{Height}} < 170	This will evaluate whether the value of the field “Height” is less than 170.
Less Than	<	{{Leave Balance}} < {{Requested Leave Days}}	This will evaluate whether the value in the field “Leave Balance” is less than value in the field “Requested Leave Days”
Greater Than or Equal to	>=	{{Price}} >= 3000	This will evaluate whether the value of the field “Price” is greater than or equal to 3000.
Greater Than or Equal to	>=	{{Weight}} >= 100	This will evaluate whether the value of the field “Weight” is greater than or equal to 100.
Less Than or Equal to	<=	{{Quantity}} <= 5	This will evaluate whether the value of the field “Quantity” is less than or equal to 5.
Less Than or Equal to	<=	{{Score}} <= 50	This will evaluate whether the value of the field “Score” is less than or equal to 50.

Logical Operators

Operator	Example	Description
And	{{Due Date}} < Today() And {{Status}} <> #Blocked#	This will evaluate whether the Due Date is in the past, and the status is not blocked and return true only if both are true,
Or	{{Ticket Size}} > 5000 Or {{Tier}} = #VIP#	This will evaluate whether the ticket size is greater than 5000 or “Tier” is “VIP” and return true if both or either are true.