Conditional steps are used to determine the correct actions to take based on whether certain criteria are met. For instance, it may be used to determine whether to move on in the flow or halt processing, depending on the data values or the outcome of a previous step. A common Conditional Step checks that the output of a previous step is not empty.
You can select If or If/Else for the condition type.
With If conditionals, the flow will only enter that path when the condition is true. If the condition is false, the flow moves to the next step.
With If/Else conditionals, the flow will enter the If path when the condition is true, and will enter the Else path when the condition is false.
Conditional steps are often used at the beginning of a flow to narrow the goal of the flow to verify the flow should run, though they can be used at any time.
Input Fields
Type
Select whether the conditional type is If or If/Else.
Condition
Set up the condition under which this flow will run. This condition needs JavaScript evaluation.
Resulting Step Statuses
The following statuses may result after running the conditional flow step:
True
Occurs when the conditions were met
False
Occurs when the conditions were not met
Step Output
The output of the Conditional flow step is when the condition is determined to be true or false.
Use Case and Example
You would use the Conditional flow step to determine which path in the flow to follow if conditions are met. Examples include:
To determine if a vendor is active and exists in the target system before processing a vendor update.
To determine if a phone number for an employee is complete before sending the information from the source system to the target system.
The Conditional step is used in this flow to tell App Xchange to continue the flow path if a relationship exists between Spectrum and ProjectSight. This data is sourced from the Lookup step.