Using Conditional Logic in Workflows
Last updated July 19, 2024
Conditional logic is a powerful feature in StepWise's workflow builder, allowing you to create dynamic and intelligent workflows that adapt to specific conditions and scenarios. This enables you to create automated processes that are more efficient, accurate, and customizable.
Implementing Conditional Logic
- Define Conditions: Use the workflow builder to define conditions or rules that determine the flow of your workflow. Common conditions include:
- Data Comparisons: Compare data values, such as task status, approval status, or inputted data, to determine the next step in the workflow.
- User Roles: Direct the workflow based on the user role or permissions of the person interacting with the workflow.
- Time Triggers: Trigger specific actions based on the time of day or a specific date.
- Create Branches: Build multiple branches within your workflow based on the defined conditions. Each branch represents a different path that the workflow will take depending on whether the condition is met.
- Add Actions to Branches: Add specific actions or steps to each branch of your workflow, ensuring that the workflow progresses appropriately based on the condition's outcome.
- Example: Imagine a workflow for processing customer support requests. You could use conditional logic to:
- Route requests to the appropriate department based on the nature of the request.
- Escalate requests to a manager if the request is flagged as urgent.
- Automate a follow-up message to the customer once the request has been resolved.
By implementing conditional logic, you can create dynamic and sophisticated workflows that adapt to different scenarios, ensuring that each process is handled appropriately, maximizing efficiency, and improving your overall workflow automation.
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