Process Studio: Setup an If/ Else (Conditional) Node

  • Updated

The If/Else (Conditional) node allows admins to create complex, tailored processes by enabling decision points based on specific conditions. When added to a process, this node evaluates a set of criteria and directs the process along one of two possible paths:

  • True: The condition is met.
  • False: The condition is not met.

Important Considerations

  • Criteria N
    Each criteria consists of one or more Conditions. By default, Criteria 1 is shown.
  • Condition Elements
    Each condition consist in the following elements:
  • Variable.
  • Conditional.
  • Value.
  • Conditions within a criteria use AND logic, meaning that ALL conditions MUST be met for the criteria to be considered true.

For example: 

  • IF Condition 1 AND Condition 2… AND Condition N within the corresponding Criteria N MUST BE MET, THEN the Criteria N IS MET (True). 
  • Otherwise IF one or more Conditions within the corresponding Criteria N  ARE NOT met, THEN the Criteria N IS NOT MET (False).

Conditional Operators

The following table lists all available Conditional operators, their behavior, the type of data they work with, and whether they require a comparison value (Second Value). These operators help define how your process evaluates each condition in an If/Else node.

Operator Description Available For Requires Second Value?
Equals Checks if the Variable is equal to the Value. All types ✅
Not Equals Checks if the Variable is not equal to the Value. All types ✅
Contains Checks if the Variable includes the Value. Text, lists ✅
Not Contains Checks if the Variable does not include the Value. Text, lists ✅
Starts With Checks if the Variable starts with the Value. Text ✅
Does Not Start With Checks if the Variable does not start with the Value. Text ✅
Greater Than Checks if the Variable is greater than the Value. Numbers, Dates ✅
Less Than Checks if the Variable is less than the Value. Numbers, Dates ✅
Greater Than or Equal Checks if the Variable is greater than or equal to the Value. Numbers, Dates ✅
Less Than or Equal Checks if the Variable is less than or equal to the Value. Numbers, Dates ✅
Ends With Checks if the Variable ends with the Value. Text ✅
Does Not End With Checks if the Variable does not end with the Value. Text ✅
Is Null Checks if the Variable is empty or null. All types ❌
Is Not Null Checks if the Variable is not empty or null. All types ❌
Is True Returns true if the Variable is true. Boolean ❌
Is False Returns true if the Variable is false. Boolean ❌
Is Before Checks if the Variable date is earlier than the Value. Date ✅
Is After Checks if the Variable date is later than the Value. Date ✅
Is Today Returns true if the Variable matches today's date. Date ❌ (Value field hidden)
Is Not Today Returns true if the Variable is not today’s date. Date ❌ (Value field hidden)
 

Create an If/Else Conditional Node

To configure an If/Else Conditional Node:

1. Select the Variable.
2. Select a Conditional operator.
3. Select the Value.
4. Click Apply.

For more information about Data Drawer please visit: Process Studio Editor: Data Drawer

Select a First Value

To select the First Value of a Criteria:

1. Click on the Conditional Node.
2. Click on the Variable field to open the Data Drawer.
3. Select a source from Nodes From field.
4. Choose an Output value.
 The selected output will automatically populate the Variable field.

Select a Conditional

To set the Conditional of a Criteria:

1. After selecting the Variable, open the Conditional dropdown.
2. Choose one of the available operators:

  • Equals
  • Not Equals
  • Contains
  • Not Contains
  • Starts With
  • Does Not Start With
  • Ends With
  • Does Not End With

Select a Second Value

To select the Value of a Criteria:

1. Select a Variable.
2. Select a Conditional.
3. Click on the Value field to open the Data Drawer
4. Select a Nodes From field.
5. Select the desired Output value.
 The selected option will automatically populate in the Value field.
6. Click Apply. 

The Value can also be entered manually. Users can either type a number or input their own text. Using a predefined data point is optional.

Add More Conditionals

To add additional conditions to an If/Else (Conditional) Node, click the + And Button. Then fill in the Variable, Conditional, and Value fields. 


For example: 

IF in a Filevine project, at the moment the process is triggered:
The data in the data.caseAcceptedYN field is Equals to Yes
AND
The data in the data.foreignNational.firstName field is Not Equals to the data in the data.primaryContact.fullname field.
AND
The data in the data.foreignNational.id field Contains the data in the project_id field

If the criteria is MET, and the True path in the Conditional Node will be followed by the process.

If one or more conditions are NOT met, the criteria is NOT met, and the False path in the Conditional Node will be followed by the process.