Using conditions in workflows
Add if/then logic so your workflow takes different paths based on data values.
Conditions let your workflow make decisions. Instead of always running the same steps, a condition step evaluates your data and branches into different paths.
How conditions work
A condition step uses the same filter builder you see in dashboards and reports. You define rules using AND/OR logic:
- Field: which data field to check
- Operator: equals, not equals, greater than, less than, contains, etc.
- Value: what to compare against
If the condition evaluates to true, the workflow follows the "true" branch. If false, it follows the "false" branch (or skips to the next step if there's no false branch).
Add a condition to a workflow
- Open your workflow in the editor.
- Click Add Step and choose Condition.
- Build your filter rules (e.g., "priority equals urgent").
- Add steps to the true branch (what happens when the condition matches).
- Optionally add steps to the false branch.
- Save the workflow.
Example: Different notifications by priority
Suppose you want urgent issues to go to Slack immediately, but low-priority ones to get a simple email:
- Set trigger to Action event → status changed.
- Add a Condition step: "priority equals urgent".
- True branch: add a Slack message step to the #incidents channel.
- False branch: add an email step to the team leads.
Next steps
- Explore digest mode to batch messages
- Monitor execution history to verify your conditions work
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