Conditional Workflow Steps

There are times when you want to run a specific workflow only when a certain condition is true. For this reason, infoodle has Conditional Workflows. These are accessed as a 'step' within the workflow.

e.g.

First, a workflow is triggered using one of the available triggers.

Then if you need any steps to run regardless of a condition you can have any number of steps e.g. sending emails, adding groups.

To add a condition step - choose the 'Add to a workflow - with condition' as a step.

There are a number of conditions available

Note:

• only 1 condition is possible in a specific workflow. If you need multiple conditions then the first condition can trigger another workflow, which itself can have other conditions.
• the check is made using the data that is current at the time of the check, e.g. should a field get changed during the workflow, or whilst the workflow is pausing for other actions (wait, work queue, to do) its the new value that is used to check the condition.
• a condition can be included after a 'wait' step, and if the workflow was initially triggered via a form entry, then that form entry is still checked. If the form entry is deleted then the check will always be 'false'.

Group membership of contact

The contact this workflow is being run for will have its group membership checked. You can choose whether the contact is in or not in a specific group for this check to pass. For example this could be helpful to send out a different communication if the person is not currently in the newsletter group.

Person field for contact

The contact this workflow is being run for will have the specified custom field checked. The value specified must match with the persons profile to pass. For example, this can help send different emails depending on the contact type.

Household field for contact

The contact this workflow is being run for will have the specific address or custom field checked. The value specified must match with the persons profile to pass. For example, this can be helpful to send out different communications for contacts in a different region.

Form entry total amount

When this workflow is initially triggered from the approval of a form entry, then the total amount on the form is used to check. There are a range of options here (less than, greater than, equal etc.) that can be used to pass this check. This can be helpful to send a notification to the manager for a high value donor.

Number of transactions for profile

The contact this workflow is being run for will be checked to see how many reconciled transactions (ones that appear in the profile screen - finance tab). This check allows for a less than, greater than, equals etc. This can be helpful to send a specific email out for new donors for instance by checking number of transactions is 1.

Period since the most recent reconciled transaction for contact

The contact this workflow is being run for will be checked to see when the most recent transaction was dated, and this date compared to todays date (the date this check is being made). The check allows for earlier, later, equals etc. This can be helpful to add to a Work Queue for follow up for a re-activated donor which is determined by the fact they haven't made a donation for over a year.