Making Your Workflow Smart with Conditions
Conditions help your workflow make decisions automatically - like a helpful assistant that follows your rules to show or hide the right information at the right time.
Building Simple Rules
Think of conditions like "if-then" statements. For example:
• "If the project is a Website, then show the hosting details page"
• "If the budget is under $5,000, then hide the enterprise features"
Combining Multiple Rules
You can combine rules in two ways:
• All Rules Must Match (AND):
Example: "Show the branding questionnaire when:
- The service type is Design AND
- The package type is Premium"
• Any Rule Can Match (OR):
Example: "Show the rush fee section when:
- The timeline is Urgent OR
- The priority is High"
Ways to Compare Values
You can check if values are:
• The same as something (equals)
• Different from something (not equals)
• Bigger or smaller than a number
• Empty or filled out
What You Can Do with Conditions
Once your conditions are met, you can:
• Show or hide entire pages
• Show or hide specific questions
Real-World Examples
Here are some common ways to use conditions:
• When someone chooses "Website Design", show them questions about their current website
• When the project budget is small, hide the enterprise-level options
• When someone needs rush delivery OR marks the project as high priority, show extra approval steps