Understanding the Branching Rules
Our automation tool helps you create flexible workflows by allowing actions to branch depending on specific conditions. Here’s a clear explanation of what each rule means and how it can be used:
1. Is Positive / Is Negative
- Is Positive: Use this rule when you want to check if a number is above zero, such as a positive balance or score.
- Is Negative: Use this rule when you want to check if a number is below zero, like identifying a loss or a negative value.
2. Is True / Is False
- Is True: This applies when a condition is marked as “true” or “yes.” For example, checking if someone is part of a specific group.
- Is False: This applies when a condition is marked as “false” or “no.” For instance, identifying whether a date has been reached or not.
3. Is Empty / Is Not Empty
- Is Empty: This rule is used to check if a field has no value, meaning it’s blank or hasn’t been filled out. Useful for catching missing information.
- Is Not Empty: This rule is used to check if a field has been filled out with any value, ensuring all required fields are complete.
4. Less Than / Less Than or Equal To
- Less Than: Use this when you want to check if a number is smaller than a specific value.
- Less Than or Equal To: This includes numbers that are smaller or exactly match the value you set.
5. Equal To / Greater Than / Greater Than or Equal To
- Equal To: Use this to check if something matches a specific value exactly, such as confirming an ID or status.
- Greater Than: Use this to check if a value is higher than the one you set, like identifying invoices that went over budget.
- Greater Than or Equal To: This includes values that are either higher or exactly match the one you set.
6. Contains
- This rule is used to check if a specific word or value appears in the field. For example, you can check if a customer’s name includes a certain keyword or if a description mentions a specific topic.
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