Configure Conditions: Set Rules to Trigger Actions

Description

Use Configure Conditions to control when an action runs. You can add one or more rules based on user input, field values, or project data.

How to Guide

1. Click the + icon to open the list of elements.
2. Select the Input option from the list.
3. Click-and-drag an input element to the canvas.
   • Any input that has the Configure Conditions button can be used.

Note:

Alternatively, you can add a condition on an On Click Action.

4. Click the settings Gear icon. The Element settings screen opens.
5. Select the Conditions option and click the Configure Conditions button. The Set Conditions screen opens.

6. Click the Kebab icon next to Condition.
7. Select the Edit option. The Edit Node screen opens.
   • You can configure your conditions using every conditional field and variable available.

Note:

You can create as many conditions as needed in an action flow.

The Condition Rule Node is split into different parts:

• Then: Outline the action that occurs if the user meets the condition criteria.
  • There will be a Contains Then action for every rule added that can contain an outcome.
• Else: This creates the action to be followed if the user inputs information that does not match the condition criteria.

8. Configure Rule 1 and click the pencil icon to edit its name and description. This will help you identify the condition’s purpose.
9. Configure your rules using the drop-down arrows to create logical operations and specify the acceptable valid data to include.
   • AND – Both upper and lower conditions must be met.
   • OR – At least one of the upper and lower conditions must be met.
   • ( ) – You must use brackets when you have a mixture of AND & OR conditions in order to determine how the conditions should be met. For example, 1 AND (2 OR 3) has a different meaning than (1 AND 2) OR 3.

Note:

Click the Kebab icon to open the modal. You can do the following:

• Turn Off the rule.
• Clone the rule. You can edit the cloned rule.
• Delete.

10. Click the Next button.

11. If necessary, add a tag name in the Tag field and click the Save button.
12. Click the + icon. The Add Node screen opens.

13. Use the Add Node screen to configure any action to run after the condition is met.