Condition
Conditions are important factors to consider when building an automation. Conditions are the circumstances that determine if an automation will execute its action(s). Automations can have a maximum of 30 conditions.
Proceed If: Select a condition type
Condition - Status
Select Operator
Is:
Select a Status
“Any” is an available option to check for changes to any status
Is Not:
Select a Status
Changes:
Changes from: Select a previous Status
To: Select the new Status
Select or Input conditions
Click Save Condition
Condition - Field
Select a Field Type
Select a Conditional Option for the Field Type
Input or select the parameter(s) of the option
This input will only be shown if the option requires it
Click Save Condition
Condition - Assignee
Select a User
“Any” is an available option to check for changes to any user
Click Save Condition
Automation - Conditional Options
Type of Field | Options | Description |
Long Text | Exact Match Contains Does not contain
Is blank Is not blank | Field only has specified data
Field has specified data Field does not have specified data
Field has no data Field has any data |
Boolean | True False
Is Blank
Is Not Blank | Field is marked as “True” Field is marked as “False”
Field has no data
Field has any data |
Single Select | Is blank Is not blank
Answer is
Answer is not | Field has no data
Field has any data Field has specific selection(s)
Field does not have specific selections(s) |
Multi Select | Contains All
Does Not Contain All
Contains Any
Does Not Contain Any
Contains Exactly
Does not contain exactly
Is Blank
Is Not Blank | Field has specified variables
Field does not have specified variables
Field has any specified variables
Field does not have any of the specified variables
Field only has specified variables
Field does not have the specified variables
Field has no data
Field has any variable |
Number | Equal To
Not Equal to
Greater Than
Greater Than or Equal to
Less Than
Less Than or Equal To
Is Blank
Is Not Blank | Field has value = specified data
Field does not have value = specified data
Field has value > specified data
Field has value ≥ specified data
Field has value < specified data
Field has value ≤ specified data
Field has no data
Field has any data |
Date | Currently unavailable | Currently unavailable |
Document Lookup
This is considered a conditional node that allows users to check if a Task exists or does not exist within the Event’s Location.
This node will only be displayed if the Event’s location is on a Job Type.
Select a Task Type
Dropdown will only display Task Types from the event’s Job Type.
Existence
Does Exist: Checks if the Task Type exists within the Job
Does Not Exist: Checks if the Task Type does not exist within the Job
Click Save Condition



