Adding Conditions to Automation

Use the Conditions tab on the Details dialog box to specify any condition(s) that, when met; execute the automation. By default, the conditions are set to always perform the automation.

You can create conditions in either a Basic mode, where you select fields and rules with pull down menus; or an Advanced mode which allows you to enter your criteria in an SQL-like format. It is recommended that you add the fields you want with the Basic editor and then switch to the Advanced editor to fine tune your query.

Note: If you switch from Advanced editor back to the Basic editor, the system warns you that switching editors clears any query you had put together with the Advanced criteria editor.

To specify automation conditions using the basic editor:

  1. In the Workflow Designer, select an action.

  2. Navigate to the Automation card and select an automation.

  3. Open the automation and then navigate to the Conditions tab.

  4. Select the option "Always perform this sub-action when:" to enable the conditions.

  5. Navigate to the Basic sub tab.

  6. Using the lists on the first edit row, specify conditions that will trigger the rule. (For help with list selections, see Advanced Search Operators.)

    • To specify more conditions, use subsequent rows by clicking AND at the end of the row.

    • You can delete conditions by clicking on the red X at the end of the row.

To specify automation conditions using the advanced editor:

  1. In the Workflow Designer, select an action.

  2. Navigate to the Automation sub-tab and select an automation.

  3. Open the automation and navigate to the Conditions tab.

  4. Select the option "Only perform this subaction when:" to enable the conditions.

  5. Navigate to the Advanced sub tab.

  6. Type in the query you wish in the text field.

  7. Validate the syntax of the query by clicking on the Validate button.