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Overview

The Condition step evaluates one comparison against data from an earlier step and routes the flow down a different path depending on the result.

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Use When

  • You need the flow to take a different next step depending on a value (e.g. route by document type, or by whether a field exists)

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Configuration

Condition has two modes, chosen at the top of the step (switching modes removes existing conditions and cannot be undone):
  • True / False — one condition. Build it with Add (pick a variable from a previous step), Select (pick an operator), and Value (the comparison value). Then choose the next step for If True and, separately, for If False.
  • Multi case — named cases (A, B, C, …), each with its own condition and its own “Then” action. Use Add case to add more branches than a simple true/false split.
Operators available depend on the field’s type. For a text field, the real options are:
  • Equals
  • In
  • Not In
  • Contains
  • Not Contains
  • Exists
There’s no explicit AND/OR/NOT combinator and no nested if/elseif/else chain — a single Condition step tests exactly one comparison. To combine multiple criteria or handle more than two outcomes, use Multi case or chain multiple Condition steps together.

Agent

Route based on AI analysis results

Intake

Branch based on collected data

Customization

Update task properties conditionally

Approval

Route to different approvers