Condition activity

An activity that specifies a rule that directs a process based on the analysis of one or more input values. You can create simple rules based on logical operators (>, <, =, !, and so on), or complex logical expressions.


Condition activity

Configure the Condition activity

To configure the Condition activity, do the procedure in this topic.

Video: Adding Condition Activities

Video: Configure a Condition Activity

Video: Add Conditions and Salesforce Actions

Video: Process Designer Overview

Video: eForms with SharePoint - Part 4

Video: Getting Started Training Video

Examples

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Common Common icon tab.
      2. On the Common Common icon tab, drag the Condition Condition icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the Condition Builder screen.

    For more information, refer to Configure a Conditional Expression.

  2. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

Condition Builder

Specifies a conditional expression that directs your process based on the result.

Figure: Condition Builder screen

Condition Builder screen

Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

ELSE Connector Shows On
Function:
Specifies the location and direction of the Else arrow.
Accepted Values:
  • Bottom
  • Top
Default Value:
Bottom
Example:
Refer to:

Incoming Sequence Shows On
Function:
Specifies the location and direction of the incoming arrow.
Accepted Values:
  • Bottom
  • Left
  • Right
  • Top
Default Value:
Left
Example:
Refer to:

Outgoing Sequence Shows On Left Outgoing Sequence Shows On Left icon
Function:
Specifies the direction of the outgoing arrow is left.

Outgoing Sequence Shows On Right Outgoing Sequence Shows On Right icon
Function:
Specifies the direction of the outgoing arrow is right.

If
Function:
Specifies a name for a rule in your condition.
Accepted Values:
One line of text that can have spaces.
Default Value:
Rule Name 1
Example:
Refer to:

Else
Function:
Manages all values not included in the other If conditions.
Example:
Refer to:

Edit Edit icon
Opens this Screen:
Condition Builder screen
Function of this Screen:
Creates or changes logical rules. You can put one statement inside another statement to create complex logical expressions.
Example:
Refer to:

Add New Rule Add New Rule icon

Function:
Lets you to add more than one rule.
Example:
Refer to:

Condition Builder > Build Basic Query

Creates or changes logical rules. You can put one statement inside another statement to create complex logical expressions.

Figure: Condition Builder > Build Basic Query screen

Condition Builder Build Basic Query screen

Fields

Field Name Definition

Condition Name
Function:
Specifies a name for your rule.
Accepted Values:
Read only.
Default Value:
Rule Name 1

Build Advance Query Build Advance Query icon
Opens this Screen:
Condition Builder screen
Function of this Screen:
Creates or changes logical ruless. You can put one statement inside another statement with brackets to create complex logical expressions

Validate Validate icon

Function:
Makes sure the rule is correct.

Preview Preview icon

Function:
Shows the preview of your rule.

Rule Variable
Function:
Specifies the value to analyze.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Operator
Function:
Lets you select the operators for a logical expression.
Accepted Values:
Data Type Expression Operators

String

, ==, StartsWith, EndsWith, Contains, !=, Does Not Contain Data, Contains Data

Bool

==

Date Time

, ==, >, >= , <, <=, !=

Number

, ==, >, >=, <, <=, !=
Default Value:
None
Example:
Refer to:

Rule Value
Function:
The value for the data variable.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Add Add icon

Function:
Specifies another expression that can be joined to previous expression using the logical AND or OR operator.
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.

Subcondition Subcondition icon

Function:
Creates the statement that is a condition of a parent statement.

Delete Delete icon

Function:
Deletes the selected item.
Example:
Refer to:

Back Back icon

Function:
Saves your rule and goes back to the Condition Builder screen.

Condition Builder > Build Advanced Query

Creates or changes logical ruless. You can put one statement inside another statement with brackets to create complex logical expressions.

Figure: Condition Builder > Build Advanced Query screen

Condition Builder Build Advanced Query screen

Fields

Field Name Definition

Condition Name
Function:
Specifies a name for your rule.
Accepted Values:
Read only.
Default Value:
Rule Name 1

Build Basic Query Build Basic Query icon
Opens this Screen:
Condition Builder screen
Function of this Screen:
Creates or changes logical rules

Validate Validate icon

Function:
Makes sure the rule is correct.

Preview Preview icon

Function:
Shows the preview of your rule.

Bracket
Function:
Opening and closing brackets are used to create complex expressions.
Accepted Values:
  • { .. }
  • {{ .. }}
  • {{{ .. }}}
  • {{{{ .. }}}}
  • {{{{{ .. }}}}}
Default Value:
None

Rule Variable
Function:
Specifies the value to analyze.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Operator
Function:
Lets you select the operators for a logical expression.
Accepted Values:
Data Type Expression Operators

String

, ==, StartsWith, EndsWith, Contains, !=, Does Not Contain Data, Contains Data

Bool

==

Date Time

, ==, >, >= , <, <=, !=

Number

, ==, >, >=, <, <=, !=
Default Value:
None
Example:
Refer to:

Rule Value
Function:
The value for the data variable.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Add Add icon

Function:
Specifies another expression that can be joined to previous expression using the logical AND or OR operator.
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.

Delete Delete icon

Function:
Deletes the selected item.
Example:
Refer to:

Back Back icon

Function:
Saves your rule and goes back to the Condition Builder screen.