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Add conditions for alternative flow between tasks

We’ll assume that you have already created a basic workflow, added a task to be performed simultaneously and that you are familiar with adding conditions to a task.

Instead of sending both the “Email” and “SMS” tasks (from our earlier “how-to”: add a task that will be performed simultaneously with another task) at the same time, we will make use of conditions to specify which task should be performed when.

But before we can set the conditions, we will need to add an additional field to the “Form”. The conditions will check against the value of this field in order to determine the flow.

  1. Click on the “Form” task. Add a new field with the label “Notify me via…”. Change the field type to “Select (dropdown)”. Specify 2 options: 1# Email and 2# SMS. Tick the radio button in front of the “Email” option to set it as the default value. Save.

  2. Click on the “Email” task in the workflow. Click on the “Conditions” tab in the panel on the right.

  3. We want to activate the “Email” task when the value of the “Notify me via…” field in the “Form” is “Email”. Click the “Add the first ‘Activate’ condition” button.

  4. Click on the first dropdown (select). Find the task “Request to purchase” and select the option “Notify me via…” underneath it.

  5. Click on the dropdown on the right and select “Email” (if it is not already selected). The conditions to “Activate” the “Email” task has now been set.

  6. Click on the “SMS” task in the workflow. Click on the “Conditions” tab in the panel on the right.

  7. Click the “Add the first ‘Activate’ condition” button.

  8. Click on the first dropdown. Find the task “Request to purchase” and select the option “Notify me via…” underneath it.

  9. Click on the dropdown on the right and select “SMS” (if it is not already selected). The conditions to “Activate” the “SMS” task has now been set.

Now, when an end-user fills-in the “Form”, selects the option “Email” in the “Notify me via…” field and submits the form, then the activate conditions for the “Email” task will be satisfied and the email will be sent.

If, however the end-user selects “SMS” when filling in the form, then the activate conditions for the “SMS” task will be satisfied and the “SMS” will be sent.