Using the Condition Builder

The Workflow Condition Builder lets you specify conditions for workflow initiation, actions, and transitions. You can build conditions based on the fields for the workflow base record or on joined records. You can also use the Condition Builder to create expressions with NOT, AND, and OR operators. You can also use a custom formula. For more information, see Using a Custom Formula.

To create a condition with the Condition Builder, see Defining a Condition with the Condition Builder.

You can access the Condition Builder from the following locations:

Workflow definition page
Workflow Action window for specific workflow action in a state
Workflow Transition window for a state

The following screenshot shows the Condition Builder button on an action:

A screenshot of the Condition Builder button located to the right of the Condition field.

Click the Condition Builder button to open the Workflow Condition window. The following screenshot shows the window with the Use Expressions box checked:

A screenshot of the Workflow Condition window with the Use Expressions box checked.

Note:

You cannot pick multi-select fields in the Condition Builder.

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