Adding Conditions

Conditions decide whether a triggered record should continue through the automation. They can compare status, priority, amount, dates, ownership, and other structured fields.

For example, an updated Service Request might continue only when Status is Escalated and Priority is High.

Keep conditions explicit and test the boundary cases. Use AND when every rule must be true and OR when any one is sufficient. If the workflow watches a field change to a specific value, configure both the trigger field and its condition.

Avoid burying unclear business policy in a long expression. Split complex processes into understandable workflows when necessary.