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Add a condition activity to a workflow

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Fiix Documentation Team

  • Updated

Before you begin

Workflows are very powerful tools, and a bad workflow configuration can bring down your entire system. For this reason, we recommend that you rely on our workflow library and limit workflow creation to users with the necessary technical skills.

Plans: Enterprise only
Audience: Administrators

Conditions are the most common activity for workflows, as they allow your workflow to perform different actions based on the results of an if/else condition. For example, you could use a condition to:

  • Send different notifications depending on the maintenance type assigned to a work order
  • Re-open a work order if it's missing completion notes
  • Prevent users with certain titles from closing work orders

Tip

When configuring a condition, you might need the identifiers for specific values, such as maintenance type ID and site ID. You can find these IDs by creating a custom report in the Reports feature.

To add a condition to a workflow:

  1. If you aren’t already editing a workflow:
    1. Go to Settings > Workflows.
    2. Click the workflow you want to add the condition to.
  2. In the Activities tab, do one of the following:
    1. If you already have a condition activity, but haven’t configured it yet, click it in the list of activities and skip to step 6.
      Condition activities have a split icon () in the Type column:
    2. To add a new activity, click the + button:Tip: You can also configure conditions as “sub-activities” within another condition or loop activity. This means that the new condition would only run as a result of the first condition or would automatically run after the loop finishes. To learn more about setting up loop activities, see Add a loop activity to a workflow.
  3. Enter a name for the condition.
  4. In the I would like to section, select the Run separate Activities based on an if/else condition option:
  5. Click OK.
  6. In the Condition field, enter the necessary code to define your condition (i.e. what the workflow looks for to determine which activities to run):
  7. To define the activities the workflow performs when the condition is met:
    1. In the Execute these activities when the condition is true section, click the + button:
    2. Enter a name for the activity.
    3. Select the activity you want the workflow to perform if the condition is met. To learn what each activity does, see Workflow activities.
    4. Click OK.
    5. In the screen that appears, configure the options provided. These will differ based on which activity you selected in step c. To learn more about the options for each activity, see Workflow activities.
    6. Click OK.
    7. To add additional activities, repeat steps a-f.
  8. To define the activities the workflow performs when the condition is not met:
    1. In the Execute these activities when the condition is not true section, click the + button:
    2. Enter a name for the activity.
    3. Select the activity you want the workflow to perform if the condition is met. To learn what each activity does, see Workflow activities.
    4. Click OK.
    5. In the screen that appears, configure the options provided. These will differ based on which activity you selected in step c. To learn more about the options for each activity, see Workflow activities.
    6. Click OK.
    7. To add additional activities, repeat steps a-f.
  9. Click OK.

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