This article discusses the “Create new Conditions” component. With this component, you can establish specific conditions or rules within your workflow. This component enables dynamic and conditional operations based on the collected information in the form, which adds a layer of complexity and customization to enhance the capabilities of your workflows.
Using Create new Forms
- Navigate to your workflow builder and locate "Create new Conditions" in the right pane under the "Business Logic" section.
- Drag and drop this component into your workflow to customize it as needed.
- To make this component effective, it's essential to use the "Create new Forms" component. This is necessary for collecting information to create conditions. For a detailed step-by-step guide on creating a form, refer to this article.
- Once your form is complete, create a display name for your condition.
- There are a lot of context variables to choose from. But in this workflow example, I want to help the customer reset their password. In this case, I want to get their username and email address, so I will use these as my context variables.
- There are essential tools known as “filter operators”. These operators are used to filter your data based on specific conditions. In the context of this example, my objective is to verify if the username and email address provided by the user in the form match any information in our system. For both conditions, I will opt for the "is" filter operator.
- Specify the text you want. For instance, in the first condition, using the "is" filter, I want the username to be precisely "Josephine 123". In the second condition, I want the email address to be exactly "email@example.com".
- For an "Otherwise" condition, ensure you have two conditions.
- If you’re content with your conditions, you may now click “Save”.
- On your workflow, choose a condition and input a response message. This ensures the correct response when the customer puts in their information. Repeat this step for the other conditions.
- Don’t forget to add a response message to the “Otherwise” condition.
- After configuring your conditions and responses, confirm their functionality by clicking "Preview Intent".
- If everything works correctly, you are now ready to publish your workflow. Simply click "Publish".