Conditional Logic
Last Updated: May 19, 2026
Conditional logic lets you route a workflow to different steps based on data from any upstream workflow source. You use the Conditional Logic step to define branches, where each branch represents a different path the workflow takes when a specified condition is met.
Key Points
A Conditional Logic step includes a Default Branch and one or more custom branches. The Default Branch executes when no custom branch conditions are met.
- You can add up to five custom branches per Conditional Logic step.
- Each branch evaluates a condition using four fields: Source, Variable, Condition, and Value.
- You configure branches in a side sheet that opens automatically when you place the step on the canvas. Changes save automatically.
- After you configure the step, you connect each branch's output point to a downstream step on the canvas.
How It Works
When a workflow reaches a Conditional Logic step, the step evaluates each branch's condition in order. If a branch's condition is met, the workflow routes to the step connected to that branch. If no custom branch condition is met, the workflow routes to the step connected to the Default Branch.
You define each branch condition by selecting the following:
- Source: The upstream workflow step that provides the data — for example, a form, a document event trigger, or an Intelligent Document Processing (IDP) step.
- Variable: The specific field or data point from that source — for example, "Invoice Amount" or "File Type."
- Condition: The comparison operator appropriate for the variable's data type — for example, "Greater than" for numeric variables or "Contains" for text variables.
- Value: The value to compare against — for example, "5000" or "Invoice."
Requirements
Review these Requirements before you start.
In addition to the general requirements, Conditional Logic requires the following:
- Your workflow must include at least one upstream step that emits variables before you add a Conditional Logic step.