Defining conditions with a condition builder

Define conditions for stages in your workflow by using a condition builder. You can save custom conditions to the condition library for future use.

  1. Click Custom condition, and then click the Gear icon.
  2. In the first column, select a field or a when condition from the list.
  3. In the second column, select a comparator from the list.
  4. In the third column, enter a value in the field or select a field by clicking Select values.

    The system compares the value of this field to the value of the corresponding field or condition in the first column.

    For example, Status work is equal to Done.

  5. Optional: Specify additional conditions and define the relationships between them.
    1. Click the Plus icon and add as many conditions as required.
    2. Use the drop-down lists between each pair of conditions to specify how these conditions relate to each other. You can group conditions with AND or OR operators.
    3. Use the drop-down list in the upper right corner to specify how condition groupings should be evaluated.
      • Group ANDs - Select this option if you want conditions linked with the AND operator to be evaluated as a group, and conditions linked with the OR operator to be evaluated individually. With this grouping, the grouping of condition 1 AND condition 2 OR condition 3 OR condition 4 is evaluated as (1 AND 2) OR 3 OR 4. That is, either conditions 1 and 2 must both be true, or either one of conditions 3 and 4 must be true.
      • Group ORs - Select this option if you want conditions linked with the OR operator to be evaluated as a group, and conditions linked with the AND operator to be evaluated individually. With this grouping, the grouping of condition 1 AND condition 2 OR condition 3 OR condition 4 is evaluated as 1 AND (2 OR 3 OR 4). That is, both condition 1 and one of conditions 2, 3, and 4 must be true.
      • Use advanced logic - Select this option if you want to define a mix of grouping by the AND and OR operator. Use the Logic string field to specify the condition grouping.
        Note: If you change a condition that uses advanced logic back to Group ANDs or Group ORs, all the groupings that you previously defined are reset.
      Tip: Conditions that are evaluated as a group are displayed on a single block of gray background, so you can identify them more easily.
  6. Optional: To save the condition for future reuse, click More > Add to when condition library.