• The Condition Builder
  • Managing conditions
    • Creating subconditions
    • Creating groups
  • Defining a subcondition
    • Occurs
      • Create a Occurs subcondition
    • Occurs multiple times
      • Create an Occurs multiple times subcondition
    • Create a subcondition for an Occurs multiple times instance
    • Value
    • Create a subcondition for a Value instance

The Condition Builder

The Condition Builder is used to define conditions for use in flows or compositions. Conditions are used both in Flow Builder and Composition Builder:

• In Flow Builder you can insert conditional blocks that split the flow into lanes based on true and false logic with deep customization
• In Composition Builder you can define conditions so that templates are only inserted if a certain condition is true

Conditions consist of one or more subconditions, that can be grouped into groups, groups of a group and continuing on to be as complex as needed.

Managing conditions

Creating subconditions

1.

In the Flow Builder, select Edit Condition.

2.

To create a subcondition in an empty condition, select Create.

This creates an AND group by default and a new condition.

3.

If you want to add more subconditions to the condition, select the group under which you want to create a condition.

4.

Select Create.

This adds another condition under the selected group.

5.

Configure your condition.

6.

Select Save.

Creating groups

You can group subconditions together in an AND or an OR group so that either all of the subconditions must be true, or just one of them.

1.

Select one of the conditions you want to group.

2.

Hold down the Ctrl key and select the other conditions you want to group together.

3.

Select Group.

4.

(Optional) To change the group from an AND to an OR or vice versa, select it, and choose the group type to the right.

5.

Select Save.

Defining a subcondition

Subconditions can utilize different check types to evaluate the condition. There are 4 check types. To view a subcondition's properties, select it in the Edit Condition dialog. Select a subcondition to bring up its properties to the right. The most important is the check type.

Check type	Description
No condition	No condition is the default check type, and has no fields to check.
Occurs	Checks if a field occurs in the data set. This subcondition returns as TRUE when the selected field is found at least once.
Occurs multiple times	Checks if a field occurs a number of times.
Value	Checks a field's value against another value. Most users utilize this function to validate and match values between fields.

Occurs

Occurs checks if a field occurs in the data set. This subcondition returns as TRUE when the selected field is found at least once.

Create a Occurs subcondition

To select a particular field:

1.

In Field, select the pencil.

2.

From the Select a field to use dialog, select the field to check.

3.

Select OK.

4.

Select Save.

Occurs multiple times

Occurs multiple times checks if a field occurs a number of times. You can use any of the following operators:

• Does 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

Value

A Value subcondition checks a field's value against another value. Most users utilize this function to validate and match values between fields.

The field type can be one of the following options:

• Date
• Date & time
• Number
• Text
• Time
• True/false

Create a subcondition for a Value instance

1.

In Field, select the pencil.

2.

From the Select a field to use dialog, select the field to check.

3.

Select OK.

4.

In the Field type area, select your field type parameter.

5.

In the Operator area, select your operator parameter.

6.

In the Value dropdown menu, select your value.

7.

Select Save.