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 Record Due Date. However, you might want these actions to be executed depending on the input of a particular Field. For example, 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 Conditions to a Job

Conditions can be added to a Job once a Trigger is set up. Start by creating a Job, adding a Trigger, and adding an Operation. Once a Trigger is saved, you have the option to Add an Operation or Add a Condition. 

To create a Condition, click Add a Condition. In the following modal, select the Field you would like to base the Condition on. 

Choose the appropriate Operator and Value. Click Save Conditions to save. 

Multiple Conditions for a Job

Multiple Conditions or Operations 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. 

Once you Save Conditions and have determined the Operation(s), give your Job a Title and click Publish Job.

Note: For more information on creating multiple Job Operations, please see the Create Jobs article.