Condition

The Condition flow block creates branches within a flow. Designers can set true or false conditions to determine which branch the flow takes.

Example:

If the contact is a salesperson(true), the flow generates a report.

If the contact is not a salesperson(false), the flow: creates a note, shows a message to the end-user, and sends an e-mail.

Figure 1-349   Condition flow block

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

Figure 1-350   Condition flow block- Basic settings

Condition flow block- Basic settings functions

Index No.

Field name

Function

1

Add Block

Opens the Add flow block window to allow Designers to add flow blocks for the condition.

2

Edit Condition

Opens the Edit condition window.

When the Edit condition is set to Occurs, the system completes the condition block the first time the condition occurs.

Figure 1-351   Condition flow block- Edit condition Occurs settings

Condition flow block- Edit condition Occurs settings functions

Index No.

Field name

Function

1

Description

Sets the display name for the condition.

2

Initial Values

Selects the field to evaluate the condition.

3

Treat empty fields as not occurring

When checked, the system treats empty fields as not occurring. The system treats fields without data not occurring at all instead treating them as blanks. This reduces the number of fields to search for the condition.

When the Edit condition is set to Occurs multiple times, the system will run the condition branch every time the condition occurs. The primary difference in comparison to the Occurs condition is that the system runs the action multiple times vs only on the first occurrence.

Figure 1-352   Condition flow block- Edit condition Occurs multiple times settings

Condition flow block- Edit condition Occurs multiple times settings functions

Index No.

Field name

Function

1

Description

Sets the display name for the condition.

2

Field

Selects the field to evaluate the condition.

3

Treat empty fields as not occurring

When checked, the system treats empty fields as not occurring.

4

Operator

Sets the operator for the field with the following options: ClosedDoes not equal, equals, is between, is greater than, is greater than or equal to, is less than, is less than or equal to, is not between

Here's an example that will return TRUE if the value of the multi field is between 2 and 5.

Notice the link icon next to the fields:

Select this to change the field to a linked field.

You can then select the pencil to select a data set field.

Figure 1-353   Edit condition wizard- Occurs multiple times

The select a field to use window displays.

This allows you to check values of fields against values of other fields.

When the Edit condition is set to Value, the system completes the condition block the first time the condition value occurs. This functions as the field's value being checked aganist another field's value. Most users utilize this function to validate and match values between fields.

Figure 1-354   Condition flow block- Edit condition Value settings

Condition flow block- Edit condition Value settings functions

Index No.

Field name

Function

1

Description

Sets the display name the condition.

2

Field

Selects the field to evaluate for the condition.

3

Field type

Sets the operator for the field with the following options: ClosedDateDate & Time, NumberText, Time, True/False

See Also

For guidance on creating conditions, refer to The condition builder for more information.

Please read Flow control blocks if you want to learn more about using flow control blocks.