About conditions

Overview

A condition within a workflow is a predefined rule that triggers specific actions based on whether certain criteria are met. They use the trigger-condition-action (TCA) system, where conditions lead to specific actions. These checks use an IF-ELSE or AND-OR model, allowing users to set AND or OR criteria within the IF condition to compare various fields.

Conditions are essential in automating a series of decision-making processes. They help streamline the workflow by ensuring that specific actions are triggered only when certain conditions match. This provides greater flexibility and control over the workflow based on the organization’s requirements.

Key Features and Benefits

Admins can tailor and customize the conditions based on the tasks and phases defined and configured within the workflows. 

Other features and benefits include:

Automation - Conditions automate decision-making processes, reducing manual intervention and increasing efficiency.

Flexibility - Conditions provide the flexibility to handle complex scenarios and diverse requirements within a single workflow.

Improved Compliance - Conditions ensure that workflows adhere to regulatory and organizational policies by enforcing specific rules and actions.

Enhanced Control - Administrators can control workflows better, ensuring tasks follow the desired path and meet predefined criteria before proceeding.

To learn how to configure conditions, click here.