Adding Conditional Logic to Steps
Conditional logic can be used to mark project steps as Not Needed depending on various field inputs from previous steps. This can be useful when certain steps may not be required for a request depending on a specific answer to a field (Example. Budget dictating a certain approval, or an existing supplier not having to go through onboarding/security review).
NOTE: Once a user works their way through the project path and arrives at the conditional step, it will update to ‘not needed’ or will remain, depending on the previously answered field that triggers the logic.
To create a conditional step, the Org Admin will have to select the step that will be impacted. Once the step is pulled up on the editor, select the gear icon located just to the right of the Step name along the Stage and Step list:
The user will then be presented the Edit Step Settings within the right panel of the page. Once the ‘Conditional Logic’ is toggled on, the user will be able to input the conditional formula and variables:
In this example, the conditional formula indicates that the ‘Supplier Onboarding’ Step is only necessary when the field "Is it a new supplier?" is answered with ‘Yes’. When creating a conditional rule, the field needs to be from a stage prior to the stage you are looking to have the logic applied to.
Be sure to save the conditional logic prior to publishing the Project draft.
Use conditional logic to determine whether a step remains open based on previous field inputs.
Steps stay open when the formula evaluates to TRUE; otherwise, they are marked as "Not Needed."
Operators & Functions
● Comparison Operators: <, >, <=, >=, <>, !=, =
● Logic Functions: IF, AND, OR, XOR, NOT, SWITCH
● Math Operators: +, -, *, /, %, ^, |, &, <<, >> Examples: Keep step open if department is Marketing
Examples
● Variable: department
● Formula: (department = 'Marketing') Keep step open if budget is greater than 10,000 (For currency fields, use .value for the amount)
● Variable: budget
● Formula: (budget.value > 10000) Keep step open if budget currency is USD (For currency fields, use .code for the currency)
● Variable: budget
● Formula: (budget.code = 'USD') Keep step open if multi-select field does not contain 'None of the above' (For multi-select fields, use ANY(variable, s, s __) format)
● Variable: data ● Formula: ANY(data, s, s <> 'None of the above')
If the values are text, include ' ' before and after the value as part of the formula. The value is case sensitive.