Process Studio - Workflows - WHEN Conditional

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When Conditional

A WHEN Conditional checks a rule. (It can be compared with a traffic light for a workflow path).

  • WHEN the condition is TRUE → the workflow continues through the corresponding path.
  • WHEN the condition is FALSE → the following path condition is evaluated.
  • WHEN Conditional Structure

A WHEN condition is structured as follows: 

Each element in a WHEN Conditional is described below:

  • WHEN: The Condition that starts the condition.
  • Object: The Object that will be considered as the source that contains the field to compose the WHEN Conditional.
  • Field: A Field from the selected source. The data contained in the Field will be compared with a specific value established in the Conditional.
  • Operator: A logical operator that defines the condition. Available operators are:
OperatorDescriptionOperatorDescription
=Checks whether the Object field exactly matches the given value.start withChecks whether the field begins with the specified value.
=!Checks whether the Object field does not match the given value.ends withChecks whether the field ends with the specified value.
contains

Checks whether the field includes the specified value anywhere within it.

Commonly used for text/string fields.

is emptyChecks whether the field has no value (null or blank).
not containChecks whether the field does not include the specified value.is not emptyChecks whether the field contains any value.

Operators that do not require a comparison value: is empty, is not empty

  • Value: The value to be compared with the data in the selected Field.

Building Multiple Conditions (AND / OR)

Users can combine multiple WHEN Conditions using AND and OR to create more advanced logic.

  • AND: All Conditions connected with AND must be true.
  • OR: At least one Condition connected with OR must be true.

    Users may define multiple WHEN conditions and combine them using AND and OR operators to create logic tailored to their business needs.

    A Multiple WHEN condition is structured as follows: 


 When Conditional Examples


This example displays how a WHEN Conditional works:

WHEN Case Status = Closed

  • The Condition is true only when the Case Status field exactly matches Closed
  • When a recorded Object meets this Condition, the corresponding Path is followed by the workflow.

This example displays how a WHEN Conditional with AND works:

WHEN Case Status = Closed AND Judgment Date is not empty

  • Both Conditions must be True:
    • The Case must be Closed
    • A Judgment must be recorded.

This example displays how a WHEN Conditional with OR works:

WHEN Judge Assignment is empty OR Hearing Date is empty

  • The rule applies if either:
    • No judge has been assigned.
    • No hearing date has been scheduled.