Configure a Conditional Step

Last Updated: May 19, 2026

You configure conditional logic to route a workflow to different steps based on data from an upstream workflow source. This topic describes how to add and configure a Conditional Logic step and connect its branches to downstream steps.

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.

Add the Conditional Logic Step

Follow these steps to add the step to your workflow canvas:

  1. From the workflow builder, drag the Conditional Logic step from the steps panel onto the canvas.
    1. The step card appears with a Default Branch and Branch 1. A configuration side sheet opens automatically on the right side of the screen.
  2. Drag the connector from the previous step to the Conditional Logic step card to connect them.
  3. Configure the branch.
  4. Select the + Add Branch button to add another branch.
  5. Repeat the branch configuration as necessary.
  6. Drag the connector from each branch to the corresponding workflow steps.

"Conditional Logic" step with two branches configured.

Configure a Branch

Follow these steps to define the routing condition for a branch. Repeat these steps for each branch you want to configure:

  1. In the side sheet, select the branch you want to configure.
  2. Select the Source dropdown and choose the upstream step that provides the data you want to evaluate.
  3. Select the Variable dropdown and choose the specific field or data point from that source.
  4. Select the Condition dropdown and choose the comparison operator.
  5. In the Value field, enter or select the value to compare against. The field accepts predefined options when available, or free-form text for open-ended variables.

To rename the branch, select the branch pill in the side sheet and enter a new name.

  1. Select + Add Branch and repeat steps to configure the new branch.

A maximum of five branches can be added to a conditional step.

Connect Branches to Downstream Steps

Follow these steps to connect each branch to the next step in its path:

  1. On the canvas card, locate the branch connection points at the bottom of the card. Each point is labeled with its branch number or "D" for the Default Branch.
  2. Drag each branch connection point to the relevant downstream step.
  3. After all branches are connected and configured, the Conditional Logic step is valid and the workflow is ready to publish.

Next Steps