ID

Name

Description

1

Condition Type

Specify the property the workflow form should evaluate. There are four condition types the workflow can check:

1. Input

This option tells the workflow to search for a specific expression—such as "Payment Issue"—within panel inputs like Single Line Text or Multi-Line Text fields.

Learn more about Single Line Text Inputs and Multi-Line Text Inputs.

2. Case Property

This configures the workflow to check a case property for a specific value—for example, if a case property equals "Payment Issue."

3 & 4. Customer / Submitter

Beyond form inputs, workflows can evaluate contact properties assigned to a customer or submitter. For instance, you can trigger an action if the contact has a property like "Premium" status on their profile.

2

Condition Value Name

Enter the name of the case property, contact property, or input panel that the workflow should check for the specified value.

3

Condition Operator

When checking for a specified value, the Workflow Builder allows you to configure how the value is evaluated using one of three operators:

1. Exact:

Triggers the condition only if the value matches exactly.

2. Not Exact:

Triggers the condition if the value does not match exactly.

3. Regex:

Uses a regular expression to match patterns within the value, allowing for more flexible and advanced matching.

4

Condition Target

Specify the value the workflow should check before executing the action.

If the value doesn't match according to the selected condition operator, the action will not be performed.