Conditionally Execute a Job Based on Fields

Configure Jobs so they trigger only when specific Field conditions are met

Jobs allow users to perform automated actions such as sending email notifications or kicking off a Workflow based on specified triggers, such as the movement of a Record between Steps in a Workflow, or an approaching Due Date. However, you might want these actions to be executed depending on the the input of a particular Field. For example, you might you might want to notify a manager when the Inherent Risk Score of a Risk is classified as "High" but not if it is classified as "Low" or "Medium."

Adding Field Conditions to a Job

Field Conditions can be added to a Job once it has been created and saved. Start by creating and naming a Job, and adding a trigger and a message. Once the Job is Saved, navigate to the "Trigger" tab and click Conditions. 

In the modal that pops up, select Field you would like to base the Condition on.

Choose the appropriate operator and value. Click + Add to add the Condition and click Save Conditions to save. 

Multiple Conditions for a Job

Multiple Conditions can be added to a Job. Conditions may be based on either AND or OR logic. In the event that OR logic is used, If multiple Conditions are present, the Job will execute if any of the specified Conditions are met. In the event that AND logic is used, if multiple conditions are present, it will execute only if all specified Conditions are met.

Once the conditions have been added, specify the type of logic to be used by toggling between AND and OR as shown above, and click Save Conditions.