![]() The first value in any condition you set on a conditional group will always be a field or result from a previous trigger or action in this automation: You can add and edit conditions for this group underneath the “Conditions” header by clicking the “Add condition” (or “Edit condition”) button: Once you’ve added a conditional group of actions, you can configure that group from the “Properties” tab: Otherwise, you can "Or" when you'd like any condition in a group to be met.Ĭonfiguring a conditional group of actions.You can use "And" when you want all conditions in a group to be met. ![]() The two conjunctions available are "And" & "Or": You can logically connect conditions together using conjunctions. A value - This is the value you compare all of your records against-using the field you just specified.An operator - After selecting a field, choose an operator from the pre-populated dropdown menu.A field or result - A field from the trigger of a previous action step or the result returned from a previous action (e.x.Within conditional action groups, a condition consists of three parts: We’ll quickly go over conditions below, but for a more thorough explanation, check out this support article. Setting conditions for your group of actions Once you’ve added a group of conditional actions, you can set the condition(s)-that, when met-will cause any actions added to the group to run. Each condition group has a condition (s), name, description, and any automation actions you’ve added to that group. Now that we’ve covered creating conditional groups let’s dive deeper into configuring those groups. If this is your first group of conditional actions, the “+” button will be directly below the “Actions” section:Īll of the actions above your “Conditional actions” will be triggered every time your automation runs.Ĭlicking on the “Add a conditional group” button will add a new conditional group:Ĭlicking on the three-dot menu within a conditional group will show a menu to add a new conditional group of actions above or below the current group. You can add a new group of conditional actions by clicking on the “+” button below the current lowest action in your automation. Now that we’ve covered a few ideas for building conditional automation workflows let’s dive into how to create and configure conditional groups of actions. Now, if a project is submitted from the technology team at SwipeSmart, Jeff will be assigned as the project lead: We can create and combine two conditions to cover this scenario: So Jeff will handle all of the “Technology design” categorized projects only if the client is “SwipeSmart.” Suppose Jeff has a great relationship with the technology team for one of our clients, SwipeSmart. Let’s add one more layer of complexity to our example. If any project doesn’t meet either of those categories, we slack the team-letting them know we need a team lead. We built an automation workflow that assigns all “Brand identity” projects to Paris and all “Industrial design” projects to Gal. ![]() ![]() Gal leads the team handling “Industrial design” categorized projects.Paris leads the team handling “Brand identity” categorized projects.Otherwise: this animal is neither a cat nor dog -> so notify the general vet.įor a more work-relevant example workflow: Suppose we needed to create an automation to handle assigning projects to the correct person based on the Category of the project.Otherwise, if: the animal is a dog -> notify the dog vet.If: the animal is a cat -> notify the cat vet.Assign interviewees to different sessions depending on the team they are applying for.įor a simplified example of a conditional workflow, imagine you work at a veterinarian’s office, and you need to make sure the incoming animals are sent to the correct vet.Post on different social media channels depending on each record’s values.If a record isn’t found in your table, you could choose to create a new one. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |