Decision

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Definition


The Decision action evaluates specific conditions to be true or false and determines the path a workflow should take based on those conditions. This enables workflows to respond dynamically to varying scenarios.

Instructions


To add the Decision action to the workflow diagram, drag and drop the action from the list on the left onto a "+" icon in the workflow diagram.

Decision action on the workflow designer

Properties


The properties of the action can be customized on the step properties panel on the right-hand side of the workflow designer.

Decision action card and its properties panel

Customize the Step Name and Step Description to add readability to the workflow action within the workflow designer.

The True Label and False Label can be customized to aid in readability of the workflow designer, as needed.

Updated True and False labels

This action has one configuration button, Configure.

Configure


Click Configure in the properties panel to begin configurations in the Condition Builder.

Properties panel with the Configure button highlighted

The Condition Builder allows you to configure the conditions evaluated by the Decision action. The conditions will be evaluated to be either TRUE or FALSE, regardless of the label used for the two branches.

Click on + New Row or Add Condition to add at least one condition to the builder.

Condition builder

On the Data Source dropdown, select WF Variable or Data View. Data Set Variables are also available when the Decision action is placed inside a Loop.

Data Source selection

Select the WF Variable or Data View from the dropdown list.

WF Variable selection

Select the Comparison operator.

Comparison selection

On the Compare To dropdown, select the type of data source to compare to, either WF Variable, Data View or Value.

Compare To selection

Select the specific WF Variable or Data View or enter the static Value.

Value selection.

For multiple conditions, click on + New Row to add additional lines and configure if the evaluation should use an AND or OR joining operator.

Condition Builder highlighting Add new row and the and or joining operator

To delete a condition, check the box on the left and click Remove Row.

Condition Builder highlighting remove row.

Once all conditions have been configured, click on Save to commit the changes and return to the workflow diagram.

Save

The Decision action branches into two directions after it evaluates the condition. The last part of configuring this action is to determine what happens on each branch when the evaluation is true or false.

Branches of the Decision action.

Finish

Each branch of the Decision must end with the Finish action.

Troubleshooting

The workflow designer will prevent you from publishing a workflow when configurations are incomplete. Here are common error messages and how to address them.

Publishing error message

Message

Fix

Decision: 'items' must not be empty.

The conditions are missing. Configure the conditions for the decision.

Decision: 'trueLabel' must not be empty.

Decision: 'falseLabel' must not be empty.

The True Label defaults to 'true' and the False Label defaults to 'false'. The workflow cannot be published if either of these properties is erased and left blank.

Diagram Error

'Finish' is missing in at least one branch.

Ensure both branches from the Decision action conclude with the Finish action.