Automation & Workflows
Condition
A rule that determines whether a workflow should follow a particular path.
Example
A condition sends invoices above $10,000 to a manager for approval.
Why it matters
It keeps unsuitable cases out of steps they should not reach.
You'll hear it
“What happens when that field is blank?”
Can you control it?
Sometimes
Sometimes. Some products or workflows let you influence a condition, while others keep it fixed or manage it automatically. Check the settings and documentation for the tool you are using.
Common questions
- Can two conditions be true at once?
- Yes. The workflow needs a clear rule for whether one path or several should run.
- Is a condition an AI judgment?
- Not necessarily. It can be a straightforward check, such as whether a required field is filled in.
- Why test values exactly at the cutoff?
- A small difference between 'above' and 'at least' can send a case down the wrong path.