Creating Conditions

creating conditions basic condition creation select a field choose the field you want to evaluate choose an operator select the comparison operator (equals, contains, greater than, etc ) set comparison value enter the value to compare against (if required) configure evaluation type choose and or or if multiple conditions exist condition operators available operators depend on the field type the following operators are available for each field type common operators (available for most fields) equals field value equals the comparison value does not equal field value does not equal the comparison value has been modified field value has been modified (triggers when field content changes) text fields equals, does not equal, has been modified matches regex field value matches a regular expression pattern numeric fields equals, does not equal, has been modified less than field value is less than the comparison value less than or equal field value is less than or equal to the comparison value greater than field value is greater than the comparison value greater than or equal field value is greater than or equal to the comparison value date fields equals, does not equal, has been modified less than field value is less than the comparison value less than or equal field value is less than or equal to the comparison value greater than field value is greater than the comparison value greater than or equal field value is greater than or equal to the comparison value multi select user group fields equals, does not equal, has been modified contains field value contains the comparison value excludes field value does not contain the comparison value list fields equals, does not equal, has been modified contains field value contains the comparison value excludes field value does not contain the comparison value single select values list fields equals, does not equal, has been modified matches regex field value matches a regular expression pattern attachment fields has value field has a value (not empty/null) does not have value field does not have a value (empty/null) reference fields when using a reference field, you can evaluate conditions in two ways number of records evaluate the count of referenced records available operators equals, does not equal, less than, less than or equal, greater than, greater than or equal compares the number of referenced records against a numeric value target field evaluate a field in the referenced record available operators depend on the field type of the referenced field for example, if referencing a text field, you can use equals, does not equal, matches regex, has been modified if referencing a numeric field, you can use equals, does not equal, less than, greater than, etc if referencing a date field, you can use equals, does not equal, less than, greater than, etc multiple conditions when a stage has multiple conditions and evaluation all conditions must be true or evaluation any condition being true is sufficient nested conditions create complex logic by nesting stages add a condition stage add actions to the stage add nested stages within the stage for additional conditional logic related documentation /workflow overview\ md introduction to workflow concepts /getting started with workflow\ md how to access and use the workflow builder /workflow actions md complete guide to all workflow action types /advanced workflow topics md execution details and advanced concepts