Add a Connector Condition

Workspace elements can have more than one outgoing connection, each triggered by a different set of events and conditions. In this way, a single workspace can route staff members through different sequences of actions and decisions based on the event that was triggered.

  1. From your open workflow, click the connector on the canvas.
    The Path Tools tab displays.
  2. Click Add Conditions.
    The Select Connector Conditions window opens.
  3. Click Add next to the conditions you want to add to the connector.

    Available conditions vary based on the type of element you are connecting from.

    Connector Conditions

    Condition Description
    The logged in account has a certain value Add this condition to follow the path if the logged-in account has a certain value. Click the underlined text to select the account to be evaluated.
    The logged in account’s profile has a certain value Add this condition to follow the path if the logged-in account’s profile has a certain value. Click the underlined text to select the profile to be evaluated.
    A new record is being created Add this condition to follow the path if a new record is being created by the originating workspace.
    An existing record is being edited Add this condition to follow the path if an existing record is being edited in the originating workspace.
    The current editor is a child editor Add this condition to follow the path if the record is open in a child editor.
    The current editor is a primary editor Add this condition to follow the path if the record is open in a primary (non-child) editor.
    The record is copied Add this condition to follow the path if the record is being copied from another record.
    Tip: This condition can be useful if you want to automatically set field values when records are copied.
    The record is not copied Add this condition to follow the path if the record is not being copied from another record.
    A field has a certain value Add this condition to follow the path if a field has been set to a specified value in the originating workspace. Click the underlined text to select the field to be evaluated.
    A field is required Add this condition to follow the path if a field is required in the originating workspace. Click the underlined text to select the field to be evaluated.
    A field is optional Add this condition to follow the path if a field is optional (not required) in the originating workspace. Click the underlined text to select the field to be evaluated.
    A field is read only Add this condition to follow the path if a field is read-only in the originating workspace. Click the underlined text to select the field to be evaluated.
    A field is editable Add this condition to follow the path if a field is editable in the originating workspace. Click the underlined text to select the field to be evaluated.
    A field is hidden Add this condition to follow the path if a field is hidden in the originating workspace. Click the underlined text to select the field to be evaluated.
    A field is visible Add this condition to follow the path if a field is visible in the originating workspace. Click the underlined text to select the field to be evaluated.
    An object is read only Add this condition to follow the path if a control is read-only in the originating workspace. Click the underlined text to select the control to be evaluated.
    An object is editable Add this condition to follow the path if a control is editable in the originating workspace. Click the underlined text to select the control to be evaluated.
    An object is hidden Add this condition to follow the path if a control is hidden in the originating workspace. Click the underlined text to select the control to be evaluated.
    An object is visible Add this condition to follow the path if a control is visible in the originating workspace. Click the underlined text to select the control to be evaluated.
    An input control has a certain value Add this condition to follow the path if a specified question control value has been selected in the originating script element. Click the underlined text to select the control to be evaluated.
    An add-in control condition returns a certain value Add this condition to follow the path based on whether an add-in control returns a certain value. Click the underlined text to select the add-in control and the parameters to be evaluated. See Overview of Add-Ins.
  4. If a condition you have added to the description contains underlined text, click the underlined text to open the Edit Condition window.
    1. If defining a condition based on a value for a field, click the Field drop-down list and select a field.
    2. Click the Operator drop-down list and select an operator.
    3. Enter a value in the Value field.
    4. Click OK to close the window.
  5. To remove a condition from the connector description, hover over the condition and click Remove.
  6. To evaluate the conditions using a logical expression, click Combine the Events Using a Logical Expression.
  7. Click OK to add the condition to the connector.