In an automation workflow, using If, Else If, and Else conditions enables dynamic decision-making based on data, system states, or user input. These conditional statements are essential for building logical, flexible, and efficient automation flows.

If conditions let you specify actions that execute only when specific criteria are met. Else If conditions provide additional checks if the initial If condition isn’t satisfied, adding flexibility to your workflow. Finally, Else conditions act as a fallback, executing actions when none of the previous conditions are true.

Effectively understanding when and how to use these conditions will enhance your automation processes, enabling more responsive and adaptive workflows capable of handling a wide variety of scenarios.

If condition

Settings
  • Enter a title for the request in the Update request title (optional) field.
    Note: Providing a title will update the request's title.
  • Enter a message in the Display message (optional) field to provide additional notes or information related to the request.
    Note: A maximum of 256 characters is allowed, any excess character will be truncated.
  • Enter a meaningful description in the Description (optional) field. This will be used only as an internal reference during the design process.
  • Select the condition from the drop-down list and enter a corresponding source value. For example, you can select the Boolean condition. After you select a condition, specify the source input as True, False or select a variable.
    Note: If you select String as the condition, you can enable the Match case check box to apply case-sensitive filtering.
  • Depending on the condition you select, you can choose from the following operators to build complex conditional expressions that effectively create workflow logic:
    • Equal to
    • Not equal to
    • Less than
    • Greater than
    • Less than or equal
    • Greater than or equal
  • Click Add condition.
    • Select either of the following options:
      • And: Both of the conditions must be met for the actions to run.
      • Or: Either of the conditions must be met for the actions to run.
    • Select the condition from the drop-down list.
  • Optional: Override request attributes.
    1. In the Override request attributes field, click Add item.
    2. In the Label field drop-down, select the attribute you want to override.
    3. Optional: Provide a value in the Value field.
      Note: If the business attribute is of Datetime type, you must provide a value when you override that attribute.

      Repeat these steps for all the attributes that you want to override.

Else if condition

An Else if condition can be used in a process automation workflow when you need to evaluate multiple alternative criteria after the initial If condition is false. This allows you to handle different specific cases or branches within the workflow, providing greater flexibility and precision in decision-making.

Else condition

In a process automation workflow, use the Else condition as a fallback to manage any situations not addressed by the previous If or Else if conditions. This ensures that the workflow carries out a specific set of actions when none of the defined conditions are met, thereby preventing gaps in the process logic.

Note: To input values in the Else and Else if conditions, refer to the If condition settings.

Example: Automated order processing workflow

As a developer, you are creating an automated workflow for processing customer orders on an e-commerce platform. This workflow must make decisions based on the order status and payment confirmation.
  1. Use the If statement to check if the payment is confirmed.
    1. Use the String conditional and set the input value as Confirmed if the payment status is confirmed.
    2. If the condition is met, proceed with fulfilling the order. For example, send the order details to the warehouse for shipping.
  2. Use the Else if statement to check if the payment is pending.
    1. Use the String condition and set the input value as Pending if the payment is pending.
    2. If the condition is not fulfilled, send a reminder email to the customer to complete their payment.
  3. Use the Else if statement to handle other scenarios.
    1. Use the String condition and set the input value as Failed or Cancelled if the payment is pending.
    2. In this case, send an email to the customer notifying them of the payment issue and suggest that they contact support for assistance.
Summary:
  • The If condition triggers immediate action upon payment confirmation, ensuring timely order fulfillment.
  • The Else If condition proactively reminds customers with pending payments, helping to improve conversion rates.
  • The Else condition acts as a catch-all for unexpected payment statuses, ensuring customers receive appropriate communication about their orders.
Effectively using these conditional statements makes the workflow more dynamic and responsive, resulting in a smoother order processing experience for both the business and its customers.

using conditions in a process