Workflow Condition

The Workflow Condition action allows you to control the flow of your automation by setting conditions that determine whether the workflow should proceed or stop. This action is particularly useful for creating workflows that require specific checks before continuing execution or terminating.

How It Works:

  • You can set a condition based on data from the selected table or records.
  • Depending on whether the condition is true, the workflow can either terminate or continue.

 

Configuration Options:

Options Based on Trigger Type  
The available options depend on whether the workflow trigger involves a specific table:

If the Trigger Involves a Table (e.g., When the Record Changed):

  • The workflow is terminated if the condition (for the selected record) is met  
    The workflow stops execution if the condition evaluates to true for the specific record that triggered the workflow.
  • The workflow continues if the condition (for the selected record) is met  
    The workflow proceeds only if the condition evaluates to true for the triggering record.
  • The workflow is terminated if any record in the table meets the condition  
    The workflow stops if the condition is met by any record in the selected table.
  • The workflow continues if any record in the table meets the condition  
    The workflow proceeds if any record in the selected table meets the condition.

If the Trigger Does Not Involve a Table (e.g., At Scheduled Time):

In this case, you’ll need to use the Choose Table dropdown to specify which table the condition applies to.

  • The workflow is terminated if any record in the table meets the condition  
    Stops the workflow if the condition is true for any record in the specified table.
  • The workflow continues if any record in the table meets the condition  
    Proceeds with the workflow if the condition is true for any record in the specified table.

Condition Definition

  • Filter: Click the Filter button to define the specific condition. You can set logical rules (e.g., "Field A = Done") to determine when the condition is met. This feature allows for precise and flexible control over the workflow.

Example Use Case:

  • Scenario: You want to send a notification email only when the status of a record in a table is "Done."
    • In the Workflow Condition step, select "The workflow continues if the condition (for the selected record) is met".
    • Define the condition using the Filter button (e.g., "Status Equals Done").
    • If the condition is true, the workflow continues to the next step, such as sending an email.

The Workflow Condition action is a powerful tool for adding logic and decision-making capabilities to your workflows, enabling you to create dynamic and efficient automation processes in Tabidoo.