Conditions and branches
The Conditional Branch step asks a question about the record and carries on down the "yes" branch or the "no" branch.
Setting the condition
Select the step and Properties asks three things: the field, the operator, and the value.
| Operator | True when |
|---|---|
| Equals | The value is exactly what you typed |
| Not equals | It is anything else |
| Greater than | It is larger — for numbers and dates |
| Less than | It is smaller |
| Contains | The text holds what you typed |
The two branches
Two paths leave the condition: one for true, one for false. Connect each path's steps separately — and leaving a branch empty is fine, it means "do nothing in that case".
Conditions after conditions
You can put a condition inside another one's branch when you need a finer split. Keep the depth small: two levels are readable by a colleague six months from now, five are not.