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:
  • First Value.
  • Conditional.
  • Second 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).

Create an If/Else Conditional Node

To configure an If/Else Conditional Node:

1. Select the First Value.
2. Select a Conditional operator.
3. Select the Second 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 First Value 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 First Value field.

Select a Conditional

To set the Conditional of a Criteria:

1. After selecting the First Value, 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 Second Value of a Criteria:

1. Select a First Value.
2. Select a Conditional.
3. Click on the Second 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 Second Value field.
6. Click Apply. 

The Second 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 First Value, Conditional, and Second 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.

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