Conditionally Execute a Job Based on Fields (Redesign)

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

This article is specific to the Jobs Redesign. The Jobs Redesign is an overhaul of the Jobs infrastructure to create a Job experience to make it easier to build or update Jobs, as well as simplify the understanding of what will occur when a Job is triggered.

If your Risk Cloud environment is not on this version yet, view the original "Create Jobs" article here.

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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, give your Job a Title and click Publish Job.