#4.4 Setting Up an If/Else (Conditional) Node

A. What Is an If/Else Node?

An If/Else Node evaluates a condition to choose between two paths:

• ✅ True Path – taken when all the conditions are met.
• ❌ False Path – taken when one or more conditions are not met.
  

B. How Conditions Work

Each Criteria block can have multiple Conditions, and they are evaluated using AND + OR logic:

All conditions must evaluate to true for the true path to be executed.

Condition Elements

Each condition contains:

• Variable – the data point to check
• Conditional – the comparison operator (e.g., Equals)
• Value – what you’re comparing it against

C. Setting Up a Conditional Node

Step-by-step:

1. Click on the Conditional Node.
2. Select the Variable

• Opens the Data Drawer
• Pick the source (Node or Trigger)
• Choose an output field

3. Select the Conditional Operator
   Choose from:

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

4. Select the Value

• Use the Data Drawer or manually type a number or text

5. Click Apply
   

D. Add More Conditions

To build complex logic:

1. Click the ➕ And button to add more AND or OR conditions.
2. Fill in Variable, Conditional, and Value for each one.

💡Tip: Remember All conditions must evaluate to true for the process to follow the True Path.

E. Example Use Case (Filevine Integration)

Let’s say a process runs in Filevine when a case is updated. You want to check:

True path if:

• caseAcceptedYN is “Yes” AND
• foreignNational.firstName is not equal to primaryContact.fullname AND
• foreignNational.id contains the project_id

If any condition is not met, the process takes the False path.

F. Helpful Notes

• You can mix manual text and data points in values.
• Use the Data Drawer for dynamic, up-to-date values.
• Each new condition increases complexity — test thoroughly!

Next Module: Lookup Tables.